Bio
Experience
-
-
President
-
May 1999 - Present
Consulting services for family businesses and closely held firms, especially around succession planning and building structures for decision-making: family councils, boards of directors/advisors and management teams. Building sibling and cousin partnerships and developing transition plans for the senior generation is also a focus. Deliverables include data-based assessments of candidates for leadership as well as written Family Strategic Plans. Building skill sets for communication across generations and conflict management are built into our work with entrepreneurial families.
-
-
CEO
-
seminar leader
-
2007 - Present
Teaching seminars to professional advisors - attorneys, accountants, bankers, management specialists - who work primarily with family enterprises.
-
-
psychologist/family business advisor
-
1988 - Present
-
-
Owner
-
2010 - 2010
-
-
Education
-
1972 -The Ohio State University
Ph.D., counseling psychology -
The University of British Columbia
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Human Resources”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community