Webinar

These videos, tools and summaries are from our live interactive webinars events.

  • Webinar: Shared Values, Shared Vision

    Our values shape how we think, work, and make decisions, but we may not always recognize the role they play. Unexplored values can be a hidden tax on our business and our family.

  • Webinar: Mentoring

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

  • Webinar: Estate Planning

    Comprehensive planning for the future of your family business includes appropriate attention to estate planning.

  • 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.

  • Webinar: Communication

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

  • Webinar: Succession Planning

    Shelley Taylor and Natalie McVeigh discuss the multiple areas to focus on in generational transitions in family businesses.

  • Webinar: Vision & Values

    We discuss how vision and values in your family and in your business contribute to the enterprise’s direction and strategy.