Tools for family enterprise & wealth
across generations
Practical resources for family members, shareholders, and the non-family leaders and advisors who work alongside them. Use them to build shared language and have the conversations that matter.
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Three Circle Model of Family Business
The Three-Circle Model offers a simple way to understand the relationships at the heart of a family enterprise. This guide helps family members, owners, leaders, and advisers identify where they sit within the system, understand how different roles shape perspective, and surface the conversations that can strengthen governance and relationships over time.
