Specialists in Succession Planning for Family Businesses

FBR System, Inc. is a fee-based family business planning firm that uses a holistic approach to preserving, protecting and transferring wealth while renewing both the business and the family.

The FBR Model is based on information developed by founder Karl R. Bareither from a survey of his clients, which revealed that lack of intra-family communication was the root cause of most inadequate business planning and poor family relationships. This led to the conclusion that, when planning for the future of the business, input is required from the entire family, not just the business owner.

Shifting focus to the entire family led to the development of a process approach designed to meet the goals of all family members. Over time, this new approach evolved into a comprehensive planning model that focuses on renewing the quality of life for the business as well as the personal lives of business owners and family members alike.

In the course of his work with family businesses, Bareither developed computer software and other tools that enabled him to move beyond traditional tax, legal, and financial planning. These tools have been brought together into a comprehensive process called the Family Business Renewal (FBR) System.

See our Team page for information regarding our trained FBR Wealth Transfer Specialists. Contact us for additional information.