Bailey Program for Family Enterprise Membership Application (Advisors)

Thank you for your interest in becoming a member of the Bailey Program for Family Enterprise! We believe that there is strength in a community of family businesses, family offices, and their advisors learning, growing, and sharing ideas together. Please familiarize yourself with the benefits of membership on our website, and be prepared to sign a non-solicitation agreement. 

The investment for your firm to become a founding member in the 2025 calendar year is $1,500. Once your application is approved, we will contact you with more information and steps for payment.

We operate with a 70-30 split in our membership, between family enterprises and advisors. We will maintain a waitlist of advisors when that ratio has been reached, and if you invite families to join as members that will open up a space for you!

General Questions