Our specialists conduct training programs and provide presentations for family business executives, attorneys, mediators, financial advisors, psychologists and for professional societies. Programs can range from one hour in length to a full day, and are always tailored to the needs of the audience/client.

Management and communications training to assure continued success for our clients is also a component of our consulting work. 

 

    TOPICS

  • Managing Family Business Conflict:
    A comprehensive approach to managing conflict when continuing relationships matter
  • Collaborative Opportunities for Mediators, Lawyers, Consultants and Therapists
  • Governance in Family Business:
    Why family business boards are different
    and how to build them.

    Your First Board: Retaining control, but moving forward.

    Best practices for non-family board membership
  • Family Systems: A roadmap to understanding
  • Mediation Techniques for Resolving Family Disputes
  • Managing Sibling Wealth Disparity
  • Holding Effective Family Meetings
  • Succession and Exit Planning Strategies:
    Evaluating Difficult Decisions


    • Managing Change and Transition
    • Compensation in Family Business
    • Integrating Non-Family Managers and Executives in the Family Business
    • Business In-Laws:
      Helping In-laws be unifying forces, rather than polarizing forces
    • The 5-System Model of Family Business:
      Understanding the inherently conflicting roles and functions in a family business
    • Effective Communication Practices
    • Understanding Financial Statements:
      Finance for the Non-Financial Manager
    • Estate Planning Considerations for Family Business Owners and Inheritors
    • Family Business Retreats
    • Minority Ownership of a Family Business - Risks, Rewards and Responsibilities