We offer customized educational programs for all aspects of family business life.

Whether it is a dedicated curriculum for the next generation, or a training session for a family meeting, we offer customized training for all aspects of family business life. Previous training events range from two-hour programs on setting dividend policies, two to three-day programs on understanding family dynamics, family meeting programs on family and business governance, one-day programs on business strategy, programs on finance beyond accounting (e.g., managerial finance, setting appropriate capital structure, understanding RoE), half-day programs on effective communication, or 18-months educational curricula for current and future owners and stewards. 

If you are interested in learning more about our customized educational programs and workshops for families, top management teams, business and professional associations, and service providers, please reach out to Rodrigo Himiob.

Are you interested in learning what other family’s learning journeys look like? The case of the Merck family is an excellent example of a highly sophisticated governance and shareholder education system: The Merck family developed an educational curriculum for its 170+ shareholders, with activities ranging from informal fireplace chats, peer-to-peer exchanges, to more formal two-day learning retreats.