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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

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