Responsible Ownership for Enterprise Families

Curriculum: Responsible Ownership for Enterprise Families

• Module 1: Enterprise Family, Family Capital, and Family Dynamics

  In-person in Miami

  The first module is dedicated to welcoming you to the programme in Miami, and to introducing you to the inspiring and collaborative community that will foster your growth and learning. You will meet your peers, buddies, and coaches, and discuss the importance of values, vision, purpose, and mission of the enterprise family, as well as key transitions, and enterprise family risks and opportunities. In addition, you will study and discuss key family capital and family dynamics topics including family relationships, conflict management, ownership, stewardship, and entrepreneurship.

• Module 2: Opportunities and Challenges

  Interactive online session

  In this first online module, we will dive into important areas such as goals and strategies for success, family capital and the next generation, the various forms of capital, risks, and opportunities. We will be joined by a guest speaker who will provide unique insights and perspectives on these topics.

• Module 3: Self-Knowledge and Leadership Skills

  Interactive online session

  The third module focuses on legacy planning for family enterprises. We will explore the critical issue of legacy and how it can impact the long-term success of your family enterprise. We will welcome a distinguished guest speaker who will share unique insights and experiences on legacy planning. You will gain new perspectives on how to build a legacy for generations to come.

• Module 4: Enterprise Strategies, Shared Ownership, and Family Governance

  In-person in Amsterdam

  Join us in Amsterdam, NL for the fourth module, focused on the management of the alternatives, goals, and strategies of the enterprise family, including a basic capital allocation framework. In addition, you will focus on family leadership, shared ownership, and the governance of the enterprise family, including decision-making and addressing (dis)agreements through role plays. Finally, you will continue deepening your connections to your peers, buddies, and coaches.

• Module 5: Collaboration and Decision-making

  Interactive online session

  In this online module, we will explore the critical issue of decision-making in family enterprises and dive into the importance of effective decision-making, the various techniques and strategies, and the role of shared decision-making and collaboration in ensuring success. You will have the opportunity to learn from the expertise of our guest speaker and gain new perspectives on making better decisions in your family enterprise.

• Module 6: Wealth Management and Investment Principles

  Interactive online session

  We will set the foundation for a deeper dive into the critical topic of wealth in family enterprises. As part of this module, we will introduce you to several key topics that will be explored in greater depth in Module 7, including investment principles, the family office, entrepreneurship, and an introduction to philanthropy, impact, and sustainability.

• Module 7: Wealth and Impact, Enterprise Sustainability, and Your Future Roles

  In-person in Amsterdam

  This module will address the wider concept of wealth, including the purpose and impact of wealth and the different frameworks of wealth creation versus wealth preservation. You will understand investment principles, key investment trends, and the tension between personal and family assets. The module will also focus on the legacy, philanthropy, and impact aspects of enterprise families, and will address long-term sustainability topics including resilience, creativity, and change. Finally, the module will summarize the key lessons and skills to allow you to develop a clear picture of your future role in the enterprise family.