Workshop 1: Developing a Family Vision for the Future

A multigenerational family can benefit from a visioning process when moving from one stage of the enterprise to another— perhaps facing a change in leadership or a change in ownership of key family assets. The time for a Family Visioning process has come when family members can see a major change coming, but are uncertain as to how the transition will occur.

This workshop discusses how to set the stage for a successful visioning process, which includes identifying values and guiding principles, and the importance of evaluating opportunities and risks that must be considered in the midst of any transition process.