P.A.G – Personal Advisory GroupTM

What is a P.A.G?

Friends and colleagues don’t always understand the unique dynamics of a family enterprise and discussing these issues with family members can be hard. But when you’re part of a Personal Advisory Group, you’re never alone.

A P.A.G provides an intimate, confidential and non-competitive space for sharing your challenges and successes with other people who understand the unique reality of being part of a business family. Get support, peer-to-peer business advice and genuine friendship from business members who know where you’re coming from. You’ll also have access to our P.A.G Resources.

P.A.G Membership

FEX Family membership includes a P.A.G seat for one family member. Additional P.A.G seats are available for additional cost.

P.A.G members are handpicked for compatibility. Every P.A.G has just one member per family — and never includes competitors — so you’re always free to share and speak your mind. P.A.Gs are self-directed, with a peer elected moderator who keeps the discussions on track, groups arrange meetings every four to six weeks and plan a special annual retreat.

The P.A.G program was created to ensure that family members:

  • Have a safe environment free of solicitation and judgement,
  • No longer feel isolated due to the unique situation of working in their family business,
  • Have a confidential and supportive place to share personal struggles, challenges and opportunities.

Being in my P.A.G has made me feel so much less alone in my unique situation in my family business. It’s a place where I can say anything and know I will be accepted, supported and validated.

Mara Kates, Camp Arowhon

Join one of our P.A.Gs if your family enterprise is a FEX member and:

You’re active in the family business


– OR –

You intend to join the family business


– OR –

You’re involved in the family enterprise (active on the board, active in the family office, etc.)

Already in a P.A.G? 
P.A.G Alumni is a special membership available to current P.A.G members who have recently sold their business, are about to retire, or are no longer involved in the family business, but still want access to the P.A.G benefits and community.

What’s involved in joining a P.A.G?

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3 hours

per meeting with your P.A.G members

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8-12 meetings

per year with your group

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2-3 days

offsite annual retreat

Applicable P.A.G Fees

P.A.G seat

included in your FEX membership

P.A.G seats

Annual investment of $795 + tax for each additional seat

How to join a P.A.G

Before applying, make sure you have joined FEX with a Family Membership.


Complete the online P.A.G application


FEX will find a suitable P.A.G for you


Meet the P.A.G to ensure there is a good fit


The P.A.G will extend an invitation to join if there is a good match

Contact Us


Email us about joining a Personal Advisory Group
Questions about P.A.Gs?

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