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| Family
Enterprise Programs: When family members work together or share ownership in a business or other financial enterprise, multiple roles exist de facto. The needs and cultures of families and business clash in generally predictable ways, while each family has its own particular culture and specific values and needs. Helping families understand the normal challenges inherent in sharing business and financial success, and educating them regarding how to avoid common pitfalls, can substantially improve the family enterprise's rate of success (measured in terms of financial and relational success as well as personal happiness) and endurance across generations. |
The
Approach: By productively addressing
the different generations' developmental needs, developing effective communication
processes, articulating values and goals, and strengthening familial collaboration
in decision-making and problem-solving, the Family Enterprise Programs help families
create their preferred vision of the future. Programs are custom designed around each particular family enterprise's needs and therefore differ in process and content. They typically involve an assessment of families' learning and developmental needs and the presentation of a fully integrated educational and coaching program. Learning processes encompass group educational sessions, facilitated family meetings, and individual coaching. Learning programs, utilizing the expertise of a variety of knowledge domains and experts, include such content areas as understanding the normal competing goals of business enterprise and family, values and goals clarification for individuals and families, consciously creating a family legacy for future generations, family governance, family systems theory, parenting affluent children, communication skills development, defining organizational or familial mission, conflict management skills, leadership and succession in families, transition management, and the complexities of sharing love and money. |
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Services include:
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