Build an Enterprise Family to Last

Proven Strategies to Thrive Across Generations

Enterprise Families share the ownership and stewardship of collective family assets, and they face challenges sustaining the family and keeping the Enterprise aligned in the face of growing complexity and diversity with each subsequent generation.

Build an Enterprise Family to Last
Read the Introduction

Upon purchase, you can download all the Milestones, Templates and some Additional Resources to review by using the QR code in the book on page 158.

“Preserving the family in the midst of wealth is far more difficult than preserving the wealth.”

– Sara Hamilton

Purchase on Amazon

Reviews

  • Useful, outstanding book by true experts in the space

    “This book is great! I participated in a workshop based on it. I found it valuable and easy to use. I saw others there get lots of value from its wisdom and recommended exercises. It is full of actionable, straightforward milestones one can use to build and sustain your enterprise family. If you use this book, it should greatly impact your family and your life.“

  • Fresh Insights for Families

    “I’ve gotten so much insight about my family and our future from this book. The ideas and graphics are fresh and original to me, organized and very readable. I’ve bought two more for gifts to other families and am contemplating one for my sister-in-law!“

The guidebook addresses consequential questions, including:

Step 1

The Family Journey

  • Does the family want to continue to invest in their future together?
  • What identity and impact does the family want to have?
  • How will the family train and select future leaders?
Step 2

The Enterprise Journey

  • What are the shared long-term Enterprise vision and goals to achieve it?
  • How will the governance process ensure equitable decision-making?
  • How will performance goals for the Enterprise be measured?
Step 3

The Personal Journey

  • How has my personal history shaped the belief systems that inform my actions?
  • What roles do I want to pursue in the family and the Enterprise?
  • What experience, training and support do I need to prepare for those roles?

Co-authors Sara Hamilton and Margaret Vaughan Cox have assembled this practical guide that offers 48 actionable steps to ensure that family members and the Enterprise flourish into future generations.

The guidebook is organized into three parts: the Family Journey, the Enterprise Journey and the Personal Journey. Each section is framed around where we’ve been and where we are now, where we want to go, and how we plan to get there, and offers time-tested strategies and tools.

Hamilton and Cox have consulted with hundreds of sophisticated families around the world who have contributed to this seminal guide for building an enduring Enterprise Family.

Purchase on Amazon