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Consultants & Speakers - Browse Speaker Topics
Addiction in Affluent Family Systems and Addiction as a Clinical Disease
Advanced Corporate Development for Growing Privately Held Businesses
Alcoholism and Drug Addiction in Family Members & Beneficiaries
Aligning leadership capability with vision, goals and objectives
Aligning Leadership, Teamwork, Strategy and Structure
Authentic Happiness: Its Role in Family Stability and Growth
Balancing Business and Family: Common Issues in Family-Owned Firms
Best Practices for the Family Owned Business
Beyond the Silver Spoon: Parenting Children of Wealth
Blame and Forgiveness: Overcoming Impasses in Family Business
Board Development & Governance
Breaking Through Barriers: Tips for Advisors Working with Family-Owned Businesses
Building a sustainable and valuable company
Building the Family Business to Last … Forever
Business and Tax Planning, and Sale of Business
Business Humor – making it fun for the whole family
Business Strategy/Business Continuity
Cash Flow Management and Improvement
Changing Lanes Without a Major Collision – Guiding Family Businesses through a Transition Plan
Charitable Planning Strategies
Coaching & mentoring the next generation of leaders.
Combining the new & the tried & true - Being both a dynamic & stable organization.
Communication and Conflict Resolution
Communication and Conflict Resolution in Family Businesses
Communications among Family Members
Compensation strategies for family-owned businesses
Conflict Management in Family Business
Conflict Prevention & Resolution,: When is Conflict A Good Thing & When Is It Destructive
Conflict Prevention and Resolution
Conflict Resolution in Family Business Systems
Corporate and Personal video biographies
Corporate Governance in Family-owned Businesses
Creative Conflict: Overcoming Your Fears
Customized Portfolio Reporting
Dealing with and resolving generational conflicts
Designing Strategic Management Plans
Developing a Family Strategic Plan to Complement Your Business
Developing a Healthy Family Culture
Developing Internal Leaders and Managers
Developing Succession Plans: Growing good leaders
Developing The Next Generation of Leaders
Developing your leaders in the family business
Directors and Officers Liability
Effective Acquisition Due Diligence
Emotional Intelligence and Family Business Dynamics
Estate and Business Succession Planning
Estate and Gift Planning with Closely-Held Business Interests
Estate Planning for Family Owned Businesses
Estate Planning is not Succession Planning
Executive Search for Private Wealth Management Executives
Facilitation Skills for Family Meetings
Family Business Assessment & Succession Planning
Family Business Balanced Planning
Family Business Councils, Governance, and Employee Relations
Family Business Dashboard: Measures for family members, elders and youth, to track
Family Business Succession Planning
Family Decision Making (Governance)
Family history as a tool in conflict resolution and multigenerational communication
Family history as capital in the empowered wealth model and as part of an “ethical will”
Family Leadership and Governance Structure
Family Meetings: Creating a Structure and Process
Family Meetings: Making them Work for Your Family
Family Members Leaving the Family Business
Family Office Structure and Management
Family Office/Wealth Management
Family Vision as the Antidote to Conflict
FAMILY, OWNERSHIP, GOVERNANCE, AND EMPLOYMENT: Differing Roles and Responsibilities
Financial Dimensions of Selling Your Business
Finding the Balance between Family and Business
Fraud: Where is it? How to find it?
Generating the high performance family business (improving business results and family dynamics
Governance boards, family councils
Governance in a Family Business
Governance in Family Owned Businesses
Governance Systems: Boards, Councils, Benchmarking
Governance: Boards, family councils, management teams
Governance: Building an Effective Business Board
Great Family Businesses: Lessons from Centennial Family Companies
Growing your business for all its worth
Guerilla Planning for the Successor Generation
Guide to Successful Wealth Transfer between Generations
Guidelines for Investing Directly in Private Ventures or Companies
Guidelines for Responsible Governance
Hallmarks of a Well-Run Foundation
Hats Off To You: Finding the "Success" in Family Business Succession
How family-owned firms can remain profitable in any economic environment
How to Avoid Litigation among family members and the business
How to have difficult conversations
How to Structure an Acquisition
How to Transfer Wealth and the Family's Values
Implementing Effective Communications Strategies
Increasing Performance, Profits and Peace in the Family Owned Business
Insurance Solutions for Family Offices and Private Clients
Integrating Owner, Family and Business Expectations, Obligations and Governance
Intergenerational, Holistic Wealth Planning
Investment - Driven Estate Planning Techniques
Leadership and Organizational Transitions in the Family and in the Business
Leadership Development Using Teams
Leadership Imperatives and Best Practices in Family Companies
Leadership issues unique to the family enterprise including leadership assessment and development
Legacy: Clarifying and transmitting your Values and Priorities
Liquidity Strategies for Family Shareholders
Managing and Resolving Conflict in Your Family Business
Managing Difficult Presentation Situations
Managing Risk to Preserve Family Wealth
Managing the Complexities of Family Enterprise: Best Practices from Those that Survive
Maximizing shareholder value in the context of diverse shareholder objectives
Measurement Success in the Family Business
Mediation & Conflict Resolution
Merging two companies – Successful Integration starts with communication.
Minority Family Owned Businesses
Multi-family Offices: How to build them to last
Neuro-science, the Brain, and Listening
Non-Family Executives in the Family Firm
One Day You Will Sell – Ensure You Have a Choice of When and to Whom
Outside Manager Selection and Monitoring
Partnering with an Outside Investor
Passing on the Entreprenuerial Spririt
Passing the Torch to the Next Generation
Performance Coaching and Leadership Development
Planning A Successful Succession
Planning and executing a successful exit strategy
Planning Your Exit from Business Ownership
Positive Conflict – Managing Change to create Greater Opportunity in the Family Firm
Preparing for leadership transition in the family enterprise.
Preparing for Succession Planning/Beginning the Process
Preparing the Family Business for a Sale
Preparing the Next Generation for Responsible Leadership
Preparing the successor for the company and the company for the successor
Pre-Sale Planning for Family Owned Businesses
Presentation Skills in the Family Business Environment
Private Capital Sources for Family Companies
Private Family Business Mediation
Private Foundations as a Family Giving Vehicle
Promoting and Maintaining Healthy Family Business Relationships
Protecting Family Wealth; Identifying Transaction Risks
Psychologically Healthy Family Business: What Are the Ingredients
Raising capital within family companies
Recapitalizations of Family Owned Businesses
Recruitment and Retention of Family Office/Wealth Management Top Talent
Risk Management & Disaster Preparedness
Role of Family Firms in Entrepreneurial Development
Roles and Responsibilities in a Family Business
Roles,Relationships, Identity, Decision-making and Accountability
Sale, Affiliation, and other Alternatives
Shareholder goals: wealth creation vs. wealth preservation
Sibling Partnerships & Governance
Strategic & Succession Planning: Preparing the Next Generation
Strategic and Management Planning
Strategic Human Capital Planning and Succession Planning
Strategic Planning for Family Businesses
Strategic planning for family-owned businesses
Strategic planning for the family and business
Strategy Development and Implementation
Successful Business Transition Strategies
Successful Transfer of Power and Money
Succession Planning – the Seven Steps to Succession in privately owned companies
Succession Planning and Transitioning the Family Business to the Next Generation
Succession planning for family-owned businesses
Succession Planning for the Family and the Business
Succession planning form a financial perspective
Succession Planning: Preparing the Next Generation and Selecting the Best Successors
Succession Planning: The Role of the CEO Spouse
Succession, Governance and Wealth Management Deliberations
Systemic approach of the family business
Talking to your kids about money: When do you start and how do you do it?
Tax Planning for the Purchase or Sale of a Business
THE ATTRIBUTES OF LEADERSHIP: A Guide to Succession for the Younger Generation
The Changing of the Guard: Succession in the Family Business
The Evolution of Family Business & Wealth
The Family As A Team: Teambuilding
The Family Dream: Family goal setting
The Human Consequences of Financial Decisions
The Impact of Wealth on a Family
The Journey from First to Second Generation Wealth and Beyond
The Psychology of Wealth: Making the Best of a Good Situation
THE RIGHTS OF PASSAGE: A Guide to Transition of Leadership to the Next Generation
The role of family history in the family business setting
The Role of NFEs in Family Business
The Role of the Mediator in Succession Planning
The Succession Planning Process: Human, legal & tax implications
Turnarounds of family-owned companies
Use of Outside Boards and Governance
Using the Balanced Scorecard in Family Businesses
Ways to reframe & resolve family conflicts so business can prosper.
Wealth Management Service Delivery Systems
What Should I Think About Before Selling My Business?
What Successful Wealthy Families Know: Building & Repairing Relationships
When should family members be included in financial plans and discussions?
Who do you go to for answers? A world of expertise
Why family-owned companies fail
Workshops & Retreats on Family Councils and Creeds
? Changing Lanes Without a Major Collision – Guiding Family Businesses through a Transition Plan
? Family Meetings and Councils
? How Advisors can really help a Family
? One Day You Will Sell – Ensure You Have a Choice of When and to Whom
