Informed family members

Learn with

300 pages of easy-to-read writing
70 original illustrations to “see” new ideas
51 values cards* to clarify your values
40 planning worksheets
24 tried and tested activities
1 online Basic360 assessment to explore your family and business planning performance
1 online Advanced360* to benchmark your family and business planning
 1 galactic Parallel Planning Process Map* to organize plans, ideas and actions
1 listening bear* to share “airtime”
1 build-your-own paper rocket to launch your family’s journey to the Moon.

What's a Fieldbook?

​This activity-based fieldbook is designed as a rigorous planning tool based on more than 25 years of teaching and advising business families around the world. It teaches the professional planning skills required for any business family to become a multi-generational team driven by planning, passion and, purpose. ​

We call it a fieldbook because it creates real-world family learning experiences with activities to explore family and business planning. 

Why Now? 

After over 25 years of teaching family businesses around the world, we have seen some outstanding business families who understand and use professional planning tools to help their families and businesses perform better.

But we have also observed, and research shows, that most business families do not have plans for succession and few have a clear family strategy.​​

A family code of conduct

So why don’t more family firms professionalize their family and business planning? 

The need for business planning is demonstrated and accepted but many families still neglect addressing their family plans because they know the issues are emotional and they do not want to risk potentially explosive conversations.
​
It is understandable that planning for both family harmony and business sustainability is a daunting task, and therefore often ignored or avoided. 

A NEW APPROACH.

It is also clear that the family’s significant role demands the family’s capable and active participation so there needs to be a new approach to helping business families learn to work together more effectively. 

This fieldbook is also a rigorous planning tool, teaching the professional planning skills for a business family to move from the founder or owner-manager stages (G1,G2), based on power, personality and politics, to a multi-generational family-team model (G3 and beyond), driven by planning, passion and purpose. 

BUY NOW

“Families are about emotions and caring, and businesses are about profit and performance, not a likely partnership.”

LEARN MORE