Family Matters January 2022

DVFBC_FamilyMatters_Spr19_Newsletter_2pgletter_final_2_19_19_hi_001.png

January, 2022

You are Not Alone. We are Here for You!

Happy New Year! My team and I are committed to our 30+ year legacy of helping you prepare & plan for the health and sustainability of your family and enterprises which requires growing yourself and your 5 MOUNTAINS® – your Family, Shareholder, Management, Board and Advisor Teams.

This clear purpose drives everything we do. I invite you to read some NEW initiatives below which includes launching our new Rising Gen Peer Group; welcoming a new Sponsor, The O’Connor Group; and announcing our next 2 Learning Community Programs. Register today. And call us for customized Advisory Services!

NEW Peer Group Forming!

It's tricky to navigate family dynamics and a clear path forward as a rising generation leader. If you want to accelerate your growth and path, call us about our new Peer Group for Rising Business Leaders designed for leaders motivated to learn and navigate their specific 5 MOUNTAIN® complexity.

Meet Our Newest Sponsor: The O'Connor Group

Need help with recruiting or HR outsourcing? We are thrilled to welcome Marcia O'Connor and Meghan Popoleo of The O'Connor Group as Sponsors.

The REAL Work in Developing Aligned Shareholders

In the ownership transition process, business families often do not appreciate the critical difference between a single controlling owner and multiple minority shareholders of most succeeding generations which can set the next generation up for confusing conflict.

Read More from Henry, Our Founder

With appreciation to our Sponsors!

We are grateful to our Sponsors who share our commitment to education and provide our member and client families with a wealth of knowledge. Without their generosity and expertise, our events would not be possible.

Our Mission: Flourishing Families & Enterprises

Since 1988, it's been our privilege to guide multi-generation enterprising families through their complex, unique journeys. We have served over 1,200 business families with our customized, inter-generational, team-building 5 MOUNTAIN® Process.

We chart the path, teach the principles, develop the people, and guide the process that provides the direction, confidence, and tools to overcome the dangers, beat the odds, and reach the summit for each family member & their enterprises!