Family Owned Business Resources (FOBR) is a private advisory firm for enterprise-owning and other high net worth families. Every engagement is unique, but typically we work with our client families to:
Understand their history and assess present state
Co-design their stewardship strategy
Facilitate execution of the strategy from inception to exit

 

 

OUR

APPROACH

FOBR’s process begins with the assessment phase, which involves gathering data through empirical observation and psychometric instruments. Empirical observation includes interviews and facilitation with family members and stakeholders, often including spouses, estate professionals, and other members of the enterprise and governance. Psychometric instruments assess the internal and interpersonal experiences of individuals to collect data on facets such as personality, motivation, aptitude, needs, communication and learning preferences, conflict modes, and others as needed. The collected empirical data and the assessment data provide the context to form a working model of the family system as well as how the individuals within that system are nourished and formed by that system.  systems. Our assessment phase rapidly generates depth of insight to begin to scale and scope the engagement, in collaboration with our clients.

We are guided by the principle that each family knows itself better than we do.  Therefore, it is imperative to honestly share our findings from the assessment phase with the family clearly and compassionately – their role is to validate what is true based upon their experience and observation.  This begins the second phase of our framework, an extensive collaboration with the family to determine what realistic and achievable objectives make sense for their family at that point in time. The outcome is a design that that will build the collective capacity of the family to be a cohesive stewardship group for their family’s wealth and legacy transition.

The last phase is the execution phase, which does not happen ‘to the family’, but rather it is in continued collaboration ‘with the family’.  It is an explicit and intentional curriculum design, complete with learning objectives, modes of delivery that are optimized for the family and stakeholder groups to include learning sessions and coaching. The learning sessions are scheduled to take place anywhere from 6 – 8 two day family gatherings over a period of 2- 4 years, preferably every quarter so that momentum can be sustained.  Coaching with family members in between sessions fortifies the learning experience and is common, particularly during the first four sessions. The relationship with us, as family advisors, may or may not continue beyond the end of the engagement, depending on the wishes of the family.  For example, we may be  called upon in varying capacities from playing a role each year at a family’s annual Family Meeting,  to occasional requests for assistance during important family circumstances  i.e. a founder’s death; a promotion of a sibling to a C-level position in the family enterprise, to assisting a family with a critical governance issue such as founding a Family Office.  In any case the family can confidently rely upon us to continue to care about them and to always be available as their family coach.

 

Renée Montoya Lado is a family business advisor and organizational development practitioner with thirty years of strategic leadership experience and consulting with small, mid-range and large companies in the manufacturing, corporate real estate, hospitality, technology and insurance industries. She is accomplished in executive coaching, counseling and assessment, organizational behavior and diagnosis, change management, facilitation in the areas of team building, strategic planning and large systems change in both the public and private sectors.

Renée holds advanced degrees in Behavioral Psychology, Policy Analysis and Pastoral Psychotherapy and is certified in the use of numerous assessments and instruments including the Caliper Profile™, HR Chally Instrument™, Myers-Briggs Type Indicator™, the Center for Creative Leadership’s Benchmarks™ Instrument and Corporate Development Group’s Culturetek™. She has developed a number of proprietary tools that can be used with family owned businesses including Executive Dimensions™, The Success Print™ and A Family Mosaic™. She is a Certified Wealth Partner through the Institute for Preparing Heirs.

OUR

PRINCIPAL

OUR

APPROACH

FOBR’s process begins with the assessment phase, which involves gathering data through empirical observation and psychometric instruments. Empirical observation includes interviews and facilitation with family members and stakeholders, often including spouses, estate professionals, and other members of the enterprise and governance. Psychometric instruments assess the internal and interpersonal experiences of individuals to collect data on facets such as personality, motivation, aptitude, needs, communication and learning preferences, conflict modes, and others as needed. The collected empirical data and the assessment data provide the context to form a working model of the family system as well as how the individuals within that system are nourished and formed by that system.  systems. Our assessment phase rapidly generates depth of insight to begin to scale and scope the engagement, in collaboration with our clients.

We are guided by the principle that each family knows itself better than we do.  Therefore, it is imperative to honestly share our findings from the assessment phase with the family clearly and compassionately – their role is to validate what is true based upon their experience and observation.  This begins the second phase of our framework, an extensive collaboration with the family to determine what realistic and achievable objectives make sense for their family at that point in time. The outcome is a design that that will build the collective capacity of the family to be a cohesive stewardship group for their family’s wealth and legacy transition.

The last phase is the execution phase, which does not happen ‘to the family’, but rather it is in continued collaboration ‘with the family’.  It is an explicit and intentional curriculum design, complete with learning objectives, modes of delivery that are optimized for the family and stakeholder groups to include learning sessions and coaching. The learning sessions are scheduled to take place anywhere from 6 – 8 two day family gatherings over a period of 2- 4 years, preferably every quarter so that momentum can be sustained.  Coaching with family members in between sessions fortifies the learning experience and is common, particularly during the first four sessions. The relationship with us, as family advisors, may or may not continue beyond the end of the engagement, depending on the wishes of the family.  For example, we may be  called upon in varying capacities from playing a role each year at a family’s annual Family Meeting,  to occasional requests for assistance during important family circumstances  i.e. a founder’s death; a promotion of a sibling to a C-level position in the family enterprise, to assisting a family with a critical governance issue such as founding a Family Office.  In any case the family can confidently rely upon us to continue to care about them and to always be available as their family coach.

 

OUR

PRINCIPAL

Renée Montoya Lado is a family business advisor and organizational development practitioner with thirty years of strategic leadership experience and consulting with small, mid-range and large companies in the manufacturing, corporate real estate, hospitality, technology and insurance industries. She is accomplished in executive coaching, counseling and assessment, organizational behavior and diagnosis, change management, facilitation in the areas of team building, strategic planning and large systems change in both the public and private sectors.

Renée holds advanced degrees in Behavioral Psychology, Policy Analysis and Pastoral Psychotherapy and is certified in the use of numerous assessments and instruments including the Caliper Profile™, HR Chally Instrument™, Myers-Briggs Type Indicator™, the Center for Creative Leadership’s Benchmarks™ Instrument and Corporate Development Group’s Culturetek™. She has developed a number of proprietary tools that can be used with family owned businesses including Executive Dimensions™, The Success Print™ and A Family Mosaic™. She is a Certified Wealth Partner through the Institute for Preparing Heirs.