Family Enterprises Have a Range of Needs at this Time.
Family enterprises face significant new challenges brought from this turbulent era broadly. They range from urgent issues to manage daily shocks, to remaining nimble as you plan for what comes next, to keeping a long-term view and leveraging your strengths to rebound from setbacks.
Our team of experts at CFEG is here to help your family and enterprise build resilience and move constructively through the turbulence. Please explore our virtual services and online resources below, and contact us to discuss how we can assist you.
Virtual Services for Family Enterprises
Strategies to Navigate Turbulence
Online Meetings & Advice
We offer strategic advice and facilitate important conversations and working sessions via remote video meetings. We provide owners, business leaders, family office leaders, boards members, and governance members guidance and tools to manage the short-term and long-term issues related to this turbulent era –– as well as how to thrive beyond it.
Topics include:
- Adapting your business and portfolio to current conditions
- Preparing to weather impending economic disruption as a family enterprise
- Leading through a crisis, including coaching and mentoring the CEO and key owners
- Support for the owners, board, management, family council, owners council, and family office in turbulence management and building resilience
- Remaining aligned and unified as owners in a turbulent period
- Remaining agile to make strategic ownership and portfolio decisions
- Scenario planning: short-term and long-term
- Reshaping your succession plan given the turbulence
- Helping the next generation be more active in times of disruption
- Philanthropy and social impact
- Evaluating your crisis response and preparing for the next crisis
- Other topics
Meetings are tailored to participant groups of any size – from individuals to small and large groups. They often include breakout sessions for working groups to make concrete progress during the meetings.
Contact Us to discuss your family enterprise’s interests and needs.
Virtual Education
Private Workshops
We also provide private trainings and learning opportunities to family enterprises via live video. These include interactive presentations, facilitated dialogue, and working sessions. They are customizable for individuals, small groups, or large groups, and can be stand-alone workshops or inserted into family or governance meetings.
Topics cover a range of themes, for example:
- How to navigate this turbulent era as a family enterprise
- The role of owners in disruptive times
- Strategies for building family resilience
- Developing an owner’s mindset in an age of disruption
- Leadership of a family enterprise during a crisis
- Communication principles during times of uncertainty and turbulence
- Skills training for next generation active owners, wealth creators, and successors (such as: leading through a crisis, M&A strategies, investment analysis)
Contact Us to discuss educational topics of interest to your family enterprise.
Articles
Family Resilience in the Time of Corona
In Times of Crisis, How Family Enterprises are Doing Good
Webinars hosted by CFEG experts to help family enterprises reflect and work through these uncertain times.
Past Webinars – Replays available at the links below:
An Inheritance Checklist for Turbulent Times – February 25, 2026
Taking a values-based, systemic approach to inheritance planning, this webinar presents an inheritance checklist to help family owners navigate inheritance planning with purpose and resilience amid today’s turbulent times.
Creating Value Through Uncertainty: A Preparation Playbook for Family Enterprises – June 24, 2005
In this webinar, learn how family owners make use of economic instability through a disciplined preparation process that leads to sound investment decisions, long-term value creation, and family engagement.
Current Family Business Challenges: A Live Q&A– February 1, 2023
How are you navigating the complex decisions that your family enterprise faces? Dig into them together in this important conversation—a Q&A with Professor John Davis.
Digital Transformation and the Family Enterprise– December 15, 2022
What do family businesses need to do to succeed in the digital economy? Learn more from MIT Sloan faculty John Davis and Stephanie Woerner – two leading thinkers in family enterprise and digital transformation.
Family Business Success Today: Beyond Operations, To Ownership– November 15, 2021
Professor John Davis explores the owner perspective, owner-level decisions, and how to architect governance to make these strategic decisions for the family business and family assets.
Navigating your Family’s Philanthropic Journey in a Complex World – December, 2020
A webinar for families to learn how to enhance and adapt their giving strategy for today’s rapidly changing world.
The Powerful Benefits of Shareholder Agreements in Sibling and Cousin Owned Family Businesses – November 2020
Explore the benefits and key dimensions of Shareholder Agreements for sibling and cousin owners of family businesses, family offices, and family assets.
The Role of the Family Council During a Crisis – September 2020
There is almost no path a multigenerational family enterprise can take that does not lead to some periods of difficulty or crisis. It is during these heavy moments that a Family Council’s steady leadership can keep an enterprising family together and managing adversity.
Leading Digital Strategy in Your Family Enterprise – July 2020
It is imperative for top leaders of the Family Enterprise to drive Digital Strategy. This webinar explores how owners and leaders in family enterprises can better understand and approach Digital.
The Role of the Family Office During the Covid-19 Pandemic – June 2020
A webinar for families to explore how their Single Family Office can better serve their family during turbulent times.
Leadership Transitions from Siblings to Cousins, and Among Cousins – May 2020
This webinar prepares sibling- and cousin-owned family enterprises for the complexity of leadership transitions, especially in disruptive times.
Ongoing Advancement of Your Family Enterprise
Assessments
Answer an online questionnaire, and we will conduct interviews and analysis, offer a written report, and lead a live video session to provide our recommendations. Ongoing coaching and mentoring is also available.
Assessments can be done for individuals, groups, and organizations on a range of different areas of your family enterprise.
For example:
- Health Check: Strengths and Vulnerabilities of our Family Enterprise
- Crisis Response Evaluation
- Board of Directors Performance
- Family Council Performance
- Owners Council Effectiveness
- Family Resilience
- Succession Plan Strength
- Leadership Style
- Owner Readiness
- Team Collaboration
- Individual Career Interests
- Personality Inventory
Contact Us to explore customized assessments for your family enterprise.
Documents Review
We review your important documents and agreements to identify ways to strengthen them or adapt them to today’s context. We conduct interviews, provide a written report, and lead a live video session to provide our recommendations.
Agreements and documents of all kinds can be reviewed. For example:
- Shareholder agreements
- Family Protocol or Family Constitution
- Family Governance bylaws
- Family employment policies
- Ownership policies (such as: dividend policy, risk management policy, new venture funding policy, investment/divestment policy)
- Others
Contact Us to discuss your agreements and documents.
Our Latest Thinking and Insights
Latest Articles
Recommended Books
Short Videos
- View our collection of short insightful videos on family enterprise topics