FAMILY BUSINESS ADVISOR MASTERCLASS

IN THE FAMILY BUSINESS ADVISOR MASTERCLASS, WE INTRODUCE THE ESSENTIAL THEORETICAL FOUNDATIONS, SKILLS AND ATTITUDES REQUIRED TO SUPPORT BUSINESS FAMILIES IN TRANSITION.

The Family Business Advisor Masterclass is a collaboration between KDVI and Prof. Christine Blondel.

WHO SHOULD PARTICIPATE?

The course is designed for senior coaches, consultants, mediators and advisers who wish to build their credibility, develop their practice, deepen their impact, and expand their network.

WHAT WILL I LEARN?

• Family business dynamics, values, leadership, governance, transmission and succession
• The diversity and complementarity of advisor roles
• The importance of Fair Process in business family transitions
• Through real cases, develop an understanding of the process, skills, attitudes and experience to bring to client engagements
• Practical communications, governance frameworks and tools
• A global approach, not specific to any particular jurisdiction

COURSE FORMAT

Module 1: Family Business Foundations – Participant introduction, speed dating & code of conduct, introduction to advising business families, exploring the different advisor roles, founder to siblings case

Module 2: Case work and governance - Preparatory case work, establishing a family council, family charter and board of directors, siblings to cousins case

Module 3: Testimonial, the advising process and co-coaching exercise- Sourcing, contracting, running the mission, follow-up and supervision and co-coaching in triads

Module 4: Your own case – Live cases: what are the issues at stake, what process, skills, attitudes and experiences do they require?

Module 5: Consolidation – Bespoke content addressing your questions and conclusions

An individual supervision session with Professor Blondel, to take place within 6 months of Module 5, can be included as optional at the price of £300 for an hour.

DATES

Our masterclass runs over approximately 2 weeks and inlcudes 5 online modules.