Expanding Advisory Services The company is actively expanding its advisory offerings through strategic partnerships, such as the recent collaboration with the Asian Institute of Management in the Philippines, indicating a focus on growing multi-generational business programs across Asia which presents opportunities for tailored consulting solutions.

Leadership Upgrades With the appointment of a new CEO, Ed Morata, in 2022, there is potential to engage in leadership consulting, executive development, and strategic advisory services aimed at strengthening organizational growth and succession planning.

International Growth Focus As an organization offering global advisory and education services to family enterprises, there are prospects for expanding into additional markets and offering localized, culturally sensitive consulting and training programs.

Digital Presence & Engagement The company's use of various digital tools and platforms suggests an emphasis on strengthening online engagement and thought leadership, providing sales opportunities for digital marketing, content creation, and educational technology solutions.

High-Value Client Focus With an estimated revenue range of 25 to 50 million dollars, CFEG targets high-net-worth family enterprises and advisory firms, creating a need for premium consulting services, customized succession planning, and wealth management solutions.