Resources for Family Enterprise Governance & Leadership Across Generations

Succeeding over generations as a family with one or more family businesses, or significant shared wealth, is an incredible challenge that few families are able to manage. Over nearly 40 years, Dennis Jaffe has worked with such families, and developed tools and resources to help them and their advisors meet this test. This web site contains articles, tools and resources and describes programs and consultation that can help a wealthy or business family move between generations, and sustain their personal relationships, build their shared family enterprises, increase their family “capital,” and  develop new leadership across generations.

My colleague Jim Grubman and I have created a web site that contains resources for family wealth advisers: Family Wealth Advisor Training

Advising the “Enterprising” Family

I guide the family to create a safe setting to convene, and move productively toward creating unique understandings, agreements, structures and processes that enable them to sustain themselves across generations. I also help the family organize their stewardship to sustain the family business and other family enterprises, and develop leadership within their next generation, so that the wealth and success that they have already achieved can be sustained by their heirs.

Many families today decide to convene a family meeting, or create a family council, to deal with the challenges related to sustaining their family enterprises across generations. 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 for their family.