Concepts include:

• Systems Thinking and why it is a vital tool in advising family enterprises.
• The key complexities in a family enterprise that benefit from Systems Thinking.
• How to adopt a Systems Thinking mindset.
• Genograms as a practical tool for understanding the client system and how this tool can positively influence the work of the professional.
• The role of Systems Thinking in the growth, development, and personal engagement of all family enterprise advisors.

Concepts include:

The key objective of this course is to understand the importance of the Action Research Model in:

• Delivering the nine phases of the consulting process.
• Supporting systems thinking and the multi-disciplinary approach.
• Applying core theories with the skills and tools required to work effectively with family enterprise clients.
• Executing planned change through strategies, implementation, and communication.
• Recognizing your own lens, filters, and biases.

Concepts include:

• Understanding the nature and complexities of families of wealth.
• Identifying and exploring management structures used by families of wealth.
• Unique challenges and opportunities encountered by professionals working with families of wealth.
• Multidisciplinary tools needed to work with families of wealth.

Concepts include:

The key objective in this course is to gain a greater awareness of the power of research in:

• Helping advisors become a critical user of research.
• Creating awareness of the heterogeneity within family firms.
• Clarifying the variances in family firms so professionals can avoid applying a “one size fits all” mentality.
• Understanding the need for family firm identities.
• Identifying what influences a family firm’s economic and non-economic performance.
• Helping advisors guide family enterprises in their quest for sustainability.

Concepts include:

• The nature of family enterprise governance, its core concepts, and its functions.
• Unique challenges and opportunities encountered by professionals developing family governance in family enterprises.
• Practical tools needed to build family governance through actual case studies.
• The skills needed to assist families in designing and implementing a family governance system throughout several life cycle stages.

Concepts include:

• An overview of family enterprise tools, frameworks, and techniques for analyzing Family Enterprise cases, achieving positive change, and ultimately, dealing with the complex issues that consultants face when assisting family enterprises.
• A sample of tools that serve different purposes such as a) analyzing the needs and challenges facing the family enterprise system; b) the development of key governance elements, including a values and mission statement, family communication policy, and family member employment policy; and c) helping to facilitate different interventions, including the eruption of conflict.
• Insight into the skills required for family enterprise professionals to adequately apply and eventually achieve positive change for their clients. A unique feature of this seminar is the “hands on” approach, devoting an important part of the course to group dynamics, shared analysis, and role-playing exercises in a safe learning environment.
• Learning how a careful application of appropriate tools assists in the development of valuable collaborative progress among family enterprise participants.

Concepts include:

• Understanding how today’s wealthy individuals, families, and their family offices express values and work towards social and environmental impacts through philanthropic giving, operating businesses, and investments (including impact investing).
• Identifying practical approaches, both relevant and rigorous, to position philanthropy at the heart of conversations on values, succession planning, and preparing the next generation.
• Presenting practical approaches to help your clients shape their philanthropy as a family and develop tools to engage the rising generation.
• Understanding how leading business families incorporate environmental, social, and governance goals in their operating businesses.
• Understanding the spectrum of sustainable investment opportunities and how clients can get started — from impact and thematic investing to responsible investment in the public and private markets.