Helping families with family businesses, family offices and family foundations
overcome intergenerational challenges of governance, succession, family teams and inheritance

Resources for Family Enterprise Governance &
Leadership Across Generations

Succeeding over generations as a family with a family business or significant shared wealth is an incredible challenge that few families are able to manage. Over a 40 year career, Dennis Jaffe has developed tools and resources to help these “enterprising families” and their advisors meet this test.

This web site offers articles, tools, resources programs and consultation that help a business family cross generations, through creating a shared vision and values, sustaining personal relationships, building shared family enterprises, overcoming conflict among family members. and developing new family and business leadership.

These are complex challenges, and they cannot be overcome quickly or easily. When a family makes the commitment to work in these areas, I can help them develop a roadmap for where they want to go, and work together to develop the skills, agreements and practices that make this journey successful.

Bringing the Family Together
Many families today decide to convene a family meeting, or create a family council, to deal together with the challenges related to sustaining their family enterprises across generations. By working together thety want to develop agreements—often called a “family constitution” that organize relations between the family and their various business and financial enterprises.

My work with families involves helping family members work together, with the help of their professional advisors, to engage their most difficult issues, and come up with their own solutions. By convening family work sessions, family members can face the tough questions, listen to each other, and crystallize their unique values, principles and guidelines that move them toward agreement and an action plan for their family enterprise, and their family, futures.

I guide the family to create a safe setting to come together and move productively toward creating unique understandings, agreements, structures and processes to enable them to sustain themselves across generations. I also help the current and emerging family leaders develop their skills and ability to achieve these tasks.

Supporting the Work of Professional Advisors
The family has a team of financial, legal and management advisors who help them. I have helped staffs of financial services, law firms, and family offices, to develop the skills to guide families. To work effectively, advisors need skills in interviewing, convening family meetings, and developing governance to enhance their professional skills. I offer advisor workshops to develop these skills and better serve their family clients.

Wealth Advisor Training offers tools and resources for advisors, developed with my colleague Dr. James Grubman.

Wise Counsel sponsors research and offers learning tools for advisors.

Current Activities

Financial Advisor Magazine

In Keep It In The Family Financial Advisor Magazine features Dennis Jaffe’s findings Good Fortune: Building the 100 Year Family Enterprise. Of special note by the magazine, the research provides specific information and their details in order to create a family culture and governance system beyond the first 3 generations of a family.

Tools and Resources

The Values Edge

The Values Edge employs Values Cards to help an individual, couple, family or team to define their Personal Values Pyramid, and then work together to create a Family or Team Values Statement.

Each kit includes a deck of values cards, along with colored post-it stickers for transferring values to a Display Card that preserves your Values Pyramid in a visible format that can be worn as a name card. By sharing personal values arranged in colorful pyramids, people in a family or a work team can easily experience their similarities and differences.

For reviews or to order, please contact djaffe@dennisjaffe.com

Family Enterprise Evaluation System

The Family Enterprise Evaluation System is a new 50-question, web based learning tool which allows individual family member to respond to questions about family relationships and business-financial arrangements. The results of the assessment will create a shared picture of the family enterprise. It can be used by a family on their own, or with their family advisor, as they create cross-generational governance.

Click here begin the Family Enterprise Evaluation System.