The odds for successful leadership and wealth transition improve greatly if a leader will devote attention and resources to certain qualitative aspects. More than 70% of family enterprises will fail when attempting to pass leadership and ownership from one generation to the next. The figures are similar for passing on wealth: 70% of inherited wealth will be lost within 20 years due to overfocus on financial issues and underfocus on human and relationship issues. There are other reasons, but chief among them is a breakdown in family relationships that can be seen everywhere around us, but are more publicized and more poigant when families with so much at stake lose everything because they are unable to talk with each other.
I have been a psychologist and family business/family wealth consultant for over 15 years. As the President of Real Talk, I have the privilege of working with families who have a vision for the soul of their family beyond their material wealth. Whether it is a transition of leadership, transfer of wealth, or simply a better quality of life and closer relationships Real Talk brings innovative facilitation to support crucial conversations necessary for transformation.
The Real Talk approach is one that addresses the root causes of issues, not simple band-aid solutions or conflict resolution. As a catalyst for "whole system change" we help individuals and families identify their aspirations to create different patterns and leave a legacy of meaning, self-efficacy, and satisfying relationships so all members enjoy happier, more fulfilling lives. .
We use cutting edge facilitation techniques that generate new options. When families are able to inquire into ideas and emotions in an appreciative way a new family story appears which includes the views of all members. Patterns and beliefs that no longer serve can be examined and dropped and a fresh perspective emerges. Families that are able to develop a shared understanding and gain the capacity to discuss differences without emotional meltdowns will discover collective decision-making at the highest level.
Change that involves fundamental solutions rather than "treat the symptom" fixes take time. but your family will benefit for generations to come. We offer several easy ways to explore our approach to see if it fits the needs of your family.
