The mGen Family Series

Module 1: Navigating Continuity

Learn how to move beyond succession planning to support lasting continuity in family enterprises. This course explores ownership, leadership, and family cohesion as the pillars of continuity, offering practical strategies to preserve both assets and relationships across generations.

Module 2: Family Enterprise Fundamentals

Gain a clear understanding of what makes family enterprises distinct, resilient, and complex. This course introduces core concepts, including the three-system model, governance, and the unique blend of financial and non-financial assets that drive long-term success.

Module 3: Being a Skillful Owner

Develop the mindset and knowledge needed for responsible family enterprise ownership. This course covers ownership types, structures, and responsibilities, with a focus on stewardship, accountability, and shared success across generations.

Module 4: Insights into Family Dynamics

Explore the relational patterns that influence how families connect, collaborate, and experience conflict. This course examines generational communication, behavioral styles, and the added complexity that comes when family and business roles overlap.

Module 5: Communication and Decision Making

Understand how family enterprises make decisions—formally and informally—across business, ownership, and family domains. Learn practical tools to strengthen communication, avoid pitfalls, and build decision-making practices that align and unite.

Module 6: Leading Your Family Enterprise

Leadership in a family enterprise means balancing relationships, responsibilities, and legacy. This course provides tools and insights to help leaders build trust, guide collective decisions, and navigate the overlapping demands of family, business, and ownership.

Module 7: Wealth and Legacy

Explore the meaning and purpose of wealth in a family enterprise context. This course addresses personal relationships to money, the challenges of inheritance, and strategies for managing wealth in ways that honor both values and future generations.

Digital Badge

Earn a digital badge upon completing all seven courses, recognizing your expertise in family enterprise continuity. Share it on LinkedIn or other platforms to highlight your commitment to multigenerational success.

Why Choose the mGen Family Series?

  • Build a shared language for navigating family, business, and ownership roles

  • Strengthen relationships and decision-making across generations

  • Gain practical tools to support governance, leadership, and continuity

  • Explore complex topics like wealth, legacy, and family dynamics with expert guidance

  • Foster long-term success by aligning values, goals, and responsibilities

What is a Family Enterprise?

This video is a sample from our program. A family enterprise is much more than just its operating business—it encompasses a diverse portfolio of financial and non-financial assets that the family owns and manages collectively. This video explores this broader perspective, highlighting why understanding and effectively managing all aspects of the family enterprise is essential for long-term continuity and success. There is a place each family member can contribute - if they want to.