CUSTOMIZED PROGRAMS FOR BUILDING SKILLS AND ALIGNMENT

The Cambridge Institute for Family Enterprise develops customized, private education programs and teambuilding retreats for family enterprises worldwide. These skill-building programs strengthen the talent pool in the family, ownership group, board, management team, and in the next generation. They are tailored to help individuals prepare for their current and future roles, and to build alignment around achieving the family’s and owner’s vision for the family and enterprise.

These talent-building programs provide participants with many benefits:

  • Build essential skills and understandings that grow family and owner talent
  • Prepare family members, particularly the next generation, for future roles as leaders, owners, and contributing family members
  • Align family members around the strategies and approaches for multigenerational success of the family enterprise
  • Renew the family’s engagement with, and commitment to, the family enterprise
  • Strengthen family relationships and team cohesion

Testimonials:
Understand our Impact.

Explore how our workshops have helped owners, boards, managers, and families achieve greater levels of success.

Hear from Past Participants

WE OFFER CUSTOMIZED PROGRAMS ON THE FOLLOWING TOPICS:

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Future Readiness & Navigating Turbulence Programs
-Keep, Sell, or Buy?
-Our Risks and Threats
-Dividends Policy and Liquidity Planning
-Future-Ready Governance
-Inheritance Plan Review
-Proactive Entrepreneurship
Owner Strategy Programs
-The Owner’s Portfolio: Total Wealth Strategy
-Corporate Portfolio Strategy
-Inheritance Plan Review
-Ownership Governance, Agreements, Policies
-Direct Investing Strategy
-M&A Strategy and Role of Owners in M&A
Multigenerational Success Programs
-Multigenerational Success Program
-Governance Best Practices
-Building Sibling and Cousin Teams (Teambuilding Retreats)
-Strategic Succession Planning
-Moving from a Family Business to a Family Enterprise
-Strategic Family Governance, Unity, and Engagement
Role Preparation & Talent Development Programs
-Owner Development Program
-Board Member Development Program
-Active Owner Readiness
-Family Office Leader Immersion Program
-Leadership Development Program
-Next Generation Personal Life Planning Program
Building Fluency and Acumen Programs
-Entrepreneurship Bootcamp
-Financial Fluency Program
-Business Literacy Program
-Personal Investing Fluency

Additional customized programs are available. We invite families and organizations that are interested in a customized education program to contact us.