What is an Enterprise Family?
An Enterprise Family shares a collective vision for the ownership and stewardship of collective family assets and faces the challenges of sustaining a thriving family and enterprise across generations.
In the face of growing complexity and diversity, sustaining the enterprise requires more proactive planning and thoughtful preparation for leaders to ensure the continued success of the family and the enterprise across generations.
There are three parts to the Journey Map – your Personal Journey, the Family Journey and the Enterprise Journey. Review the 3-circle chart to learn more about the questions the family should be asking themselves.
Reading the introduction to the book will help you to understand the 9-box framework for moving the Enterprise and the family forward. Plan your journey around Where We’ve Been & Where We Are Today, Where We Want to Go, and How We Plan to Get There.
Use this 40-question survey to identify what you’ve accomplished so far, and what you want to work on next. You will get a printout of the questions and your responses to compare answers with other family members who also take the survey.
Bring other family leaders with you to the 2-day workshop to learn how to put the concepts in the book into action. Learn from other family groups what has worked for them and build your Action Plan to move your Enterprise forward.
For some families, having an external advisor makes the process move faster or farther than the family can accomplish alone. Review the Enterprise Advisors who have years of experience with many different family situations and select the best advisors for the areas where you want to focus.