Shelley Taylor

Shelley Taylor is a Family Business Advisor who works with business-owning families on matters pertaining to governance, structure, role clarity, next generation development, generational transitions, and family councils.

  • Webinar: Mentoring

    Shelley Taylor and Donnel Nunes share their research and provide practical takeaways on mentoring in family business.

  • 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.

  • RACI Framework

    The RACI model is a framework that can be used to outline roles and responsibilities throughout the company and for specific projects.

  • Webinar: Communication

    In this webinar, we provide tools and techniques that can foster clarity, connection, and collaboration in your family business communication.

  • Communication Toolkit

    Following the steps in this toolkit will lead to enhanced communication and connections in your family business.

  • Code of Conduct: An Integral Part of a Family Business Toolkit

    There are many aspects of transitioning a family business from one generation to the next: choosing a successor, establishing a timeline, preparing the next leader, transferring responsibilities and “passing the baton” in a thoughtful, purposeful manner.

  • Best Practices for Families in Business (3 of 3)

    Do you have a plan for who would run the company if the leader died suddenly and documents that are readily accessible to help that person deal with the legal, financial, and operation challenges in that crisis?