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FAMILY-BUSINESS GENERAL TOPICS

27 General Topics of the Member Forum

There are 27 family-business, general topics that form a 3-year, comprehensive curriculum designed specifically for the rising generations within families of wealth.

Topics are designed to cause growth in all six dimensions of Family Capital.

The initially topics will focus more on human, family and business dynamics—who we are and how can we best relate to those around us. Then, family and business topics will begin to interweave toward the latter part of year one and beyond.

Areas to be covered within the 27 topical areas include (asterisks reference items in multiple categories):

HUMAN CAPITAL

  • ​Life Plan

  • Family Alignment *

  • Conflict Resolution

  • Personal Accountability *

  • Communication Skills

  • Wiring & Unique Abilities

  • Culture *

  • Leadership *

  • Emotional Intelligence

  • Managing Transitions

  • Family Meetings

INTELLECTUAL CAPITAL

  • ​Family Governance *

  • Time Management *

  • Systems Thinking

  • ​Problem Solving

  • Thought Leadership – Innovation

  • Career Planning

  • Family Website

  • Meeting Facilitation

FINANCIAL CAPITAL

  • ​Financial Literacy

  • Behavioral Finance

  • Advisory Team Selection & Management

  • Family Office

  • Fiduciary Responsibilities

  • Exit Planning

  • Family Bank

SPIRITUAL CAPITAL

  • ​Guiding Beliefs

  • Life & Legacy Philosophy

  • Family Culture *

  • Passion - Purpose - Calling

  • Expectations – Contentment

  • Work-Life Balance

ENTREPRENEURIAL CAPITAL

  • ​Visioneering

  • Organizational Alignment *

  • Governance *

  • ​Compensation System

  • Family Employment Policy

  • Culture *

  • Employee Engagement

  • Psychographics

  • ​Business Modeling

  • Strategic Planning

  • Teamwork and Team Building

  • Time Management *

  • Leadership & Ownership Transition *

  • Innovation *

SOCIAL CAPITAL

  • Philanthropic Planning

  • Foundations

  • Politics

  • Board Service *

  • Networks

  • Ethics

Unlocking Individual, Family and Business Potential ™

Info@DaVinciGC.com 337.205.7900 x101

© 2017-2020 BY DA VINCI GLOBAL CONSULTING, LLC

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