February 9, 2026
This toolkit is designed to achieve alignment between the family’s vision and values and company strategy and execution.
Take a look at connected tools and articles to keep learning. Check out Jonathan Magidovitch’s Love Math Formula (Identifying Love in our Family Business).
Shelley Taylor is a Family Business Advisor who works with business-owning families on governance, structure, role clarity, generational transitions, development of the rising generation, and family councils.
Joyce leads A&R Strategy Partners, a transformational strategy and process improvement consulting firm she founded twelve years ago to bring diverse senior leadership experience to mid-sized family owned companies.
This is a collaborative resource, created by the staff and/or board members of Aspen Family Business Group.
AFBG, a nonprofit 501(c)(3) charitable organization recognized by the IRS, provides knowledge, tools and support to all families in business. Your donation is tax deductible to the full extent of the law.
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