samples of Family Enterprise services

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

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

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

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

As the family circle grows, so does the complexity.  Develop ways to enhance relationships and interactions through collaboration and communication.

Approximately 3  hours

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

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

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

Review the essential components for business continuity, a successful intergenerational transition, and a post transition plan for the senior generation.

Approximately 3  hours