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every family has unique challenges, I generally begin
working with a family by meeting all the “stakeholders”
and helping them to look at the big picture of the
challenges they face, and create an action plan for
engaging them.
Contact
Me Directly.
Please contact my by email or phone to talk further
about working together.
This consultation is a very personal relationship,
and often involves some activities that a family
has not done before. Some members of your families
may have reservations, questions or concerns that
need to be addressed up front.
We may have to meet once or several times in order
to decide whether to work together.
Phases
of an Engagement.
| Initial
Family Engagement Meeting |
I
meet with the whole family, or the family board,
to make the decision to work together, and explain
how I work. |
| Interviews
and Family Business Assessment |
Conduct
confidential individual interviews with all
family members, and key non-family executives
and advisors.
All family members also complete the Aspen Family
Business Inventory, or Aspen Family Wealth Inventory,
and perhaps other tools to explore their business
or personal culture, leadership or styles. |
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Preparation
and Delivery of Report to Family
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I deliver a report to the family where everyone explores
each issue and generates a clear and concrete
action plan for moving ahead with work in each
of the dimensions. |
| Implementing
Structures, Agreements and Councils |
I
then work with the family to implement the action
plan, to create family agreements such as a
Family Constitution or Employment Agreement,
to develop a family council, or develop next
generation family leadership.
I generally stay with a family over time to
make sure that they succeed in creating effective
financial and personal relationships. |
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Services
