samples of Family Enterprise services
Getting Started
Define Your Core Ideology
Define Your Core Ideology
We facilitate a gathering of your family stakeholders where each considers their bigger future and together you define your common interest.
Approximately 2-3 hours
Define Your Core Ideology
Define Your Core Ideology
Define Your Core Ideology
Family stakeholders determine what's most important to the family / family legacy, and then develop a family vision and mission to pursue this bigger future.
Approximately 4 hours
Set Your Direction
Define Your Core Ideology
Set Your Direction
The family works together to design a roadmap to their bigger future, one that includes ways to avoid potholes and overcome roadblocks.
Approximately 4 hours
Socioemotional Wealth
Socioemotional Wealth
Socioemotional Wealth
This intangible wealth gives family firms a distinct advantage over other businesses. Learn more about how your family can create it.
Approximately 2-3 hours
Enhance Communication
Socioemotional Wealth
Socioemotional Wealth
As the family circle grows, so does the complexity. Develop ways to enhance relationships and interactions through collaboration and communication.
Approximately 3 hours
Get Greater Alignment
Socioemotional Wealth
Get Greater Alignment
Avoid stepping on each other's toes. Develop a process to ensure separation of responsibilities and alignment with pre-set authority and accountability.
Approximately 4-6 hours
Good Governance
Intergenerational Transition
Get Greater Alignment
Family firm governance doesn't have to be complicated. Learn how to gradually move from informal governance to a more formal process.
Approximately 3 hours
Grooming NextGens
Intergenerational Transition
Intergenerational Transition
Discover how to give your nextgens a head start on becoming a successful successor with development of their personal social and intellectual capital.
Approximately 3 hours
Intergenerational Transition
Intergenerational Transition
Intergenerational Transition
Review the essential components for business continuity, a successful intergenerational transition, and a post transition plan for the senior generation.
Approximately 3 hours