What We Do
Our Services
educational, informational & consulting services For family businesses & their advisers.
Family Business Consulting
- Successor identification and development
- Strategic planning
- Family governance
- Conflict resolution
- Development of management teams
- Building bench strength
- Estate planning preparation
Strategic HR Consulting
- Performance management
- Career coaching
- Job & competency design
- Industrial relations
- Talent management
- Organizational structure
- HR best practices
Conflict Resolution & Mediation
- Issue identification
- Improvement in conflict resolution skills
- Facilitation of agreements
- Conflict resolution meetings
- Mediated conversations, designed to reach mutual agreements
Leadership Development & Executive Coaching
- Leadership development
- Performance management
- Peer to peer coaching
- Mentorship programs
- Entrepreneurial and executive coaching
- Path of progression programs for individuals
Board Development
- Design of board – fiduciary or advisory
- Recruitment of board members
- Development of board strategies & goals
- Board effectiveness assessments
- Conflict resolution
- Board development coaching
- Communication strategies and skill building
Assessment Center
Our subject matter experts offer a range of assessments, accompanied by meaningful debrief, utilizing the cycle of experience:
- DISC
- 12 Driving Forces
- Stress Quotient
- EQ
- DNA Competencies
- 360 (Variety of offerings)
- Target Selling Insights
Connect with the Center
Convening & Speaking
We host group events to keep the dialogue going. Our subject matter experts speak on current events & trends impacting family businesses – available upon request.
- CEO/Ownership roundtables
- Next generation roundtables
- Fireside chats
- Annual family conference
- Women in leadership roundtables
- Non-Family C-Suite roundtables
- Keynote speaking
- Agency gatherings
- Podcasts
- Newsletters
- White pages
- Social events
