Family Business Coaching Solutions

Family Health 360 Assessment

Family Health

Securing a Family Health 360 Assessment using both objective assessments and qualitative interviews provides the family with a shared framework of strengths to mobilize both toward the family and toward the business. Purpose, values, and legacy transmission all inform the business direction and planning as well. Developing the individual and family wealth philosophy as well as business purpose all are generated through this assessment process.

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Family Business Executive Team Coaching

ELT Team Coaching

Coaching the Family Business Executive Team requires Team and Leader Assessment and strategic coaching. Each engagement is customized to the family business according to its present and desired future states of the business creating and executing the plan that will marry the business and talent plans together.

A team collaborating on a project around a table with documents.

Business Partner Coaching

Strengthen Partnerships

Half of all private businesses fail due to partner conflict. Proactively coaching partners to find even more effective problem solving skills, decision process and right clarification, and shared purpose, vision, and values are all key components to a successful partner engagement.

People in a business meeting making hand gestures.

Succession Planning

Planning the Legacy

These engagements involve a customized plan of leadership assessment, strategic plan review, and coaching sessions to assist the owners and operating partners in assessment, vetting, and selection of the new leader(s). In particular, identifying the external C-suite non-family members that complement the team is often an important facet of the work.

Multiple hands gently holding each other symbolizing support and unity.