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| Learning Resources for Professional Advisors on Families |
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I speak to professional advisors as well as family business organizations and networks, on issues
of family business, succession, wealth and philanthropy. Programs range from keynote talks,
to half-day, full-day and longer workshops that help professionals and family members develop
the skills to make a difference to themselves or their clients.
My experiential programs provide cutting edge concepts, vivid case studies from his personal
experience, video examples, and high involvement activities that apply ideas directly to the
challenges of participants. I draw on tools such as the Values Edge cards and program, and
self-assessments that help families visualize and explore various dimensions of their enterprise.
My presentations have been applauded by leaders from scores of professional and wealth management
organizations, including the Family Office Forum, Young Presidents Organization, Inc. Magazine,
Institute for Private Investors, Family Office Exchange, Family Firm Institute, and many family
business associations, wealth management, family investment groups and private banks.
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Selected Topics
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True Wealth: Passing Your Legacy to the Next Generation |
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Working With the Ones You Love: Success
Strategies for Keeping the Family from
Harming the Business |
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Creating a Family Council: Building
Intergenerational Family Communication |
Leading the Next Generation: Creating
Management Teams and Developing
Successor Leadership |
Family Governance Structures: Separating
the Business of Business
from the Business of the Family |
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A New Member of the Family: Working Effectively with Non-Family Managers |
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Services
