Education That Builds Ownership Competence

We believe that ownership in a multigenerational family enterprise is not just a privilege; it’s a responsibility. That’s why we design learning experiences that equip family owners, stewards, and advisors with the mindset, skills, and tools to make thoughtful decisions for the benefit of both family and enterprise.

Our educational programs are built around the specific needs of enterprising families, with or without operating businesses. We work closely with our clients to design engaging, relevant content that meets the goals of the group, whether it’s preparing the next generation, strengthening family governance, or supporting a smooth generational transition. Prior clients include family groups as well as individual family members, peer groups of family owners and stewards, family office staff, and boards and advisors to enterprising families.

We know that every family is different, which is why we don’t offer cookie-cutter solutions. Instead, we co-create each program with our clients, blending short video modules, interactive workshops, and guided discussions to create a meaningful and lasting impact. Programs may include general ownership and stewardship education, family and business, governance, family dynamics, communication and conflict skills, family office learning journeys, next generation education, and board director programs.

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 Massimo Baù.