FAMILY BUSINESS ADVISOR MASTERCLASS

JANUARY 2023

PRACTICAL DETAILS & REPARATORY WORK

  1. Please complete the following questionnaire by Wednesday 18th January

  2. Before Module 1, read the two cases that you can view by clicking here

  3. Prior to Module 5 we will ask you a couple of questions so that Professor Blondel can adapt M5 content to your needs. Follow this link to answer the two questions. Only complete this after M4 please.

  4. If you have a moment, we would appreciate if you could complete a short feedback questionnaire so that we can improve our future masterclasses. Professor Blondel will share the link at the end of M5.

Below is a button that will automatically send you to the zoom meeting room. You can use this button for every module.

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 £400.

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