CUSTOMIZED PROGRAMS FOR BUILDING SKILLS AND ALIGNMENT

The Cambridge Institute for Family Enterprise develops customized, private education programs and teambuilding workshops 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 prepare: individuals to capably serve in roles, teams to work well together, and families and owners to align around their vision, mission, and roadmap for the family and enterprise.

These programs provide participants with a range of benefits:

  • Build skills and understandings that grow family and owner talent and unity
  • Prepare family members, particularly the next generation, for future roles as leaders, owners, governance members, stewards, and contributing family members
  • Renew the family’s engagement with, and commitment to, the enterprise and family
  • Strengthen family relationships, teamwork, and connections
  • Prepare the family for upcoming change
  • Align family members around the drivers and strategies for multigenerational success

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 Programs
-Keep, Sell, or Buy?
-Our Industry’s Future
-Our Enterprise’s 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 interested in customized education to contact us.