Webinar: Repositioning & Revisioning for 2026
This webinar provides alternatives to the traditional New Year’s resolution to bring about changes you wish to make in the year ahead.
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Statement of Purpose
Your Personal Statement of Purpose will act as a compass when you need to make important decisions. You can ask yourself: “If I have decided the purpose of my life, what is the decision that I must make to fulfill that purpose?”
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Values Unfolding Exercise
The “Values Unfolding Instrument” will guide you in thinking about the values that are most important to you.
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Goal Setting Exercise
Thinking about your goals in the context of three different time horizons provides a powerful look into what you most want to accomplish.
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Shared Vision Exercise
Creating the statement of a shared vision is an exercise in thorough, open communication, exploration of assumptions, research and co-creation.
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Webinar: Mentoring
Shelley Taylor and Donnel Nunes share their research and provide practical takeaways on mentoring in family business.
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Seven Keys for Successful Family Mentoring Programs
Mentoring programs benefit when there is a clearly defined structure which includes goals for the program, appropriate support, and accountability for those involved.
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Webinar: Estate Planning
Comprehensive planning for the future of your family business includes appropriate attention to estate planning.
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Webinar: Governance 101
Creating and working within meaningful governance structures in your family and in your business are keys to success for families with shared assets.
