Learning Community

Since 1992 we've been gathering around tables with other family business leaders who face similar challenges. As we hear vulnerable, real sharing about the twists, turns, successes and failures by business families, as well as experienced experts in the field, we share more deeply around our tables. Learn best practices from those ahead of you on the Journey, connect with kindred spirits, and leave with hope, resources and tools for your next steps.

Decades of values, tradition, and experience form the foundation for family businesses. Each generation faces a more difficult challenge of transitioning to the next. Less than 12% of family businesses successfully transition to the third generation of ownership, even though they account for almost 80% of companies worldwide

The complexity of family businesses requires leadership in the business, in the family, and in the “messy” middle of ongoing transitions which are emotional, relational, and often unclear organizationally due to the overlapping roles.

Our theme for 2023 is Honoring the Many Voices of Enterprising Families. 

Members will receive Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise, by Baron & Lachenauer. Drawing on their decades-long experience working closely with a wide range of family businesses of all sizes around the world, the authors present proven methods and approaches for communicating effectively, managing conflict, building the right governance structures, and more.

Members will continue to have access to our past and future virtual events to view at your convenience.

Join us as we share best practices and principles from our more than 30 years of working with and learning from business families and learn invaluable, relevant thought leadership from our Advisory Network!

Join our Learning Community today!