Case studies are descriptive scenarios that help people think through an idea or concept while applying concepts to the example provided. This Reston case study would be great for a sibling partnership or cousin consortium group. This specific case study allows the participants to consider a scenario about family business management succession while considering how […]
Have you heard of EQ or EI? Do you want to know how it can help you in your family, business and/or family owned business? This video describes what Emotional Intelligence is and the components that contribute to it.
Written by Ron Chernow, ©2004
Have you thought about the wealth you are transitioning to your children? How they might deal with this transfer? This segment explains what wealth means and some attitudes heirs may have in relation to preserving the wealth.
Do you want more information on how to practice self-disclosure? This tool is a model for how people see us as well as how we see ourselves (known to ourselves and not known).
Written by Samuel C. Johnson © 1988
Written by Susan E. Tifft and. Alex S Jones
REVIEW: Trapped in the Family Business®: A Practical Guide to Uncovering and Managing This Hidden Dilemma
Written by Michael A Klein, PsyD © 2009, 2012
Did you watch our Judgment vs. Observation Prezi? Did you want some tips and tricks to notice neutrally (observe) instead of make judgments? This Slideshare presentation explains how we are able to reframe our experiences and wire our thoughts to see actions, as just that, an action and not a positive or negative.
Have you begun your estate planning? Do you even know where to begin? This online quiz is a mix of standard estate planning terms. We cover what is and what may be a common misperception. This quiz is intended to get you thinking about estate planning and your own process.
Written by Deborah Moskovitch ©2007
Do you tend to avoid ‘negative’ emotions? Or do you tend to keep emotions at bay in work situations? This exercise is designed for you to see the benefits of all 7 essential emotions and why you may want to spend more time with your emotions.
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Family Wealth capital is developed when the family generates respect and trust by regular communication Financial Wealth capital is what the family must do to sustain its monetary wealth often by creating clear and realistic expectations among heirs Spiritual Wealth capital is put into place when a family understands the deeper meaning and purpose of wealth in their lives Structural Wealth capital develops […]
Are you unsure of what it means to be a family owned business? Do you know of any other family owned businesses? This online quiz is a mix of family business fact and fiction to help you become more familiar with what family businesses are.
Here we describe some common formulations of family owned businesses and explains why family owned businesses are so vital to the economy and why we want to help you thrive.
Are you wondering how to continue to practice EQ Self Awareness and Self-Regulation? This segment reviews how we can create mechanisms to help us stay motivated on the Emotional Intelligence path.
Written by Bonnie Brown Hartley and Gwendolyn Griffith
When we hear the word argument we think a disagreement between two or more parties with an end result of one person being “right” and the other person being, obviously, “wrong”. An argument is not necessarily meant to attack or criticize anyone, rather to support a person or people’s view on a specific subject. In short, […]
Have you heard the term estate and wondered exactly what it is? Or how it applies to you? This segment helps lay the foundation of estate planning and how it applies to you as a business owner or a member of a family business.
Dear John Exercise An Exercise in Conscious Communication Non-verbal communication is arguably the most important component of a communication, whether that communication is verbal or written. What makes it problematic is that it cannot be seen, and it can only be approximated by tone, gestures, punctuation, or descriptive language. It is what makes communication imperfect. […]
Written by Patricia Annino, J.D.; Thomas Davidow, Ed.D. & Cynthia Adams Harrison, Ed.D., LSCSW with Lisbeth Davidow Ed.M., M.F.A. ©2009
Are you interested in beginning you EQ journey? This segment explains what self-awareness is and why we recommended it as the first step for improving your Emotional Intelligence.
Written by Peter Thornton ©2009
Did you know that you are already constructing your family and family business legacy? Have you communicated it to your family and business? This Slideshare presentation lays out the legacy components that contribute to a family enterprise legacy.
Have you ever had a reaction to something someone does and label them something – jerk, nice guy, etc? Has this colored your perception of that person after? This Prezi presentation explains that there is difference between what happens, a behavior, and whoever is making that behavior. Demonstrating how observing vs. judging can and does contribute to a positive EQ.
Have you ever wondered about the family part of a family owned business? Do you worry about your family because of the time you spend in your family business? This video segment describes how strong families build strong businesses.
REVIEW: Stewardship in Your Family Enterprise: Developing Responsible Family Leadership Across Generations
Written by Dennis T Jaffe © 2010
Written by Doug Baumoel and Blair Trippe © 2016
Did you see our Introduction ot Emotional Intelligence segment? Do you want to have some tangible practices to improve your EQ today? This video isolates the first steps of EQ and behaviors to practice.
Have you ever wondered why other family owned business leaders became entrepreneurs? This interview is with Barry Maclean on why he believes free enterprise is good for the community and the family.
Do you know how your children will react to your ideas/plan for succession? Have you communicated the plan to them? This case study is an example of two heirs (adult children) learning about a possible succession plan of their father’s and their reaction to the information.
Have you heard about the importance of succession planning for family owned businesses? Do you know how that applies to your family business? This segment describes how succession often occurs in family owned businesses and why you may want to start thinking about it.
Does your family have a family owned business? This segment informs stakeholders to speak about their business in a common language of assets and liabilities.
The following is an interview with President and Co-Founder of Urban Land Interests (ULI), Brad Binkowski. ULI is a 41 year old development and property management firm based in Madison, Wisconsin. The four-part interview explores Brad’s experince of bringing his son, Mark, into the business.
REVIEW: Philanthropy Heirs & Values: How Successful Families are Using Philanthropy to Prepare Their Heirs
Written by Roy Williams and Vic Preisser © 2005
Do you wonder why it is important to begin the succession process in your family even though it won’t happen for many years into the future ? Does it make a difference if I know what is going to happen but your heir and other stakeholders do not? This segment helps lay out the aspects of succession in family owned businesses and how it can affect many, if not all, of the family business stakeholders.
Have you heard of the three circle model? Did you know that your family business isn’t just one system but more? This Prezi presentation defines the family owned business model called the 3 Circle Model. It is commonly used to demonstrate how complex your family owned entity and all its moving parts can be.
Have you wondered why sometimes when talking to your family what you meant to say gets lost? Or that people do not react as you thought they would? This segment briefly explains many of the aspects that contribute to communication and its varied factors. Also includes a Slideshare presentation defines each game, gives examples of how it can be used in a family and tips to stop ‘playing’ the game.
Have you ever lashed out at a family member quickly? Or have you been lashed out at before you felt that you had time to explain? This segment describes how often families grow apart in age and time but do not realize that. As a result, family members hold old assumptions instead of taking the responsibility to get know one another as they are today.
Written by Thomas William Deans, PhD ©2008, 2009
Richard Orlando, Ph.D. ©2013
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Written by Irving Katz, MBA. ©2010
Have you ever been disappointed by a family member but did not know why? Or have you been the one disappointing someone and confused as to why? This Slideshare presentation describe how that sometimes because as family, we believe that people know what we expect and acting under this assumption can lead to mixed expectations – later disappointment.
Are you sometimes unsure how you ended up in a miscommunication with someone? Do you often wish you could understand when things went awry? This exercise asks you to think of a disagreement or miscommunication with someone and provides you with prompts to see exactly where things fell apart’.
Have you begun your succession planning? Do you even know where to begin? This online quiz is a mix of standard succession planning possibilities. We cover what is and what may be a common misperception.
Written by Leslie Dashew, Sam Lane, Joe Paul, Darrell Beck, and Williams Robert ©2011
Written by Roy Williams and Vic Preisser ©2003
Do you know what are the three most commonly used business financial reports? Do you know exactly what they report? This online quiz is a mix of standard financial reports and their uses.
This video explains how when you are aware you can begin to change your Emotional Intelligence responses.
Written by Edgell Franklin Pyles, PhD and Thomas Edward Pyles, MA ©2016