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.
Shared Vision Exercise
Creating the statement of a shared vision is an exercise in thorough, open communication, exploration of assumptions, research and co-creation.
Webinar: Estate Planning
Comprehensive planning for the future of your family business includes appropriate attention to estate planning.
Seven Dimensions of Succession
This booklet delves into the transitions from one generation to another that require succession in seven areas.
Types of Family Business Owners
There are many attitudes towards ownership. The following 8 types describe what we have found are common among family business owners. How would you describe yourself?
Health, Wealth and Families: How to Assure Your Wealth Helps, Not Hurts, Your Family
Many families, who have built or inherited wealth, worry that their wealth will hurt their families, destroy their children’s motivation to work, or contribute to dysfunction in the lives of their grandchildren.
The Role of the Board Chair
Imagine you are an owner of a company and you set up a board of directors to help govern and guide the business. Do you take the role of board chair or do you identify someone else to take that role?
Best Practices for Families in Business (Overview)
We are excited to announce that our new book, Keys to Family Business Success, is available, In anticipation of your reading this book, I thought I would share some of the best practices that are described in the book. These are practices that contribute to the well-being of families and their businesses.
‘The New Normal’ (4 of 4): Vision as a Guiding Principle
For our fourth post in the series on “The New Normal,” we present an interview with Leslie Dashew who shares some key insights based on decades of experience as a family business advisor.
