Family Meetings & Family Councils
Leslie Dashew and Shelley Taylor take a deep dive into family meetings and family councils in this webinar.
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.
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.
Webinar: Vision & Values
We discuss how vision and values in your family and in your business contribute to the enterprise’s direction and strategy.
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.
