Toolbox

Practical worksheets & assets

  • Family Meetings: Getting Started
    Family meetings provide a structured environment for learning and for conversation. Guidelines and topics will evolve based on circumstances and needs.

  • Statement of Purpose
    Your Personal Statement of Purpose will act as a compass when you need to make important decisions. You can ask yourself: “If I have decided the purpose of my life, what is the decision that I must make to fulfill that purpose?”

  • Values Unfolding Exercise
    The “Values Unfolding Instrument” will guide you in thinking about the values that are most important to you.

  • 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.

  • Seven Keys for Successful Family Mentoring Programs
    Mentoring programs benefit when there is a clearly defined structure which includes goals for the program, appropriate support, and accountability for those involved.

  • Family Business Governance: Boards & Family Councils
    This is a summary of structures to optimize decision-making and communication 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.

  • Seven Dimensions of Succession
    This booklet delves into the transitions from one generation to another that require succession in seven areas.

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

  • Mapping Knowledge & Information Flow
    This spreadsheet helps family businesses to visualize how information flows from one group to the others.

  • Paraphrasing: Quick Reference Sheet
    The Aspen Family Business Group Golden Rule will help your listening ability to improve by 100%.

AFBG: A non-profit organization

Our resources and knowledge foster learning and growth in business-owning families and their advisors. We convene communities and deliver broad access to education, skills, and tools through online and in-person workshops, peer forums, and other formats, making our content readily available.