Resources
Lower-commitment ways to work with the FAMILY Framework.
Not everyone is ready for the Architecture program. These resources are the on-ramps — self-guided, group-based, or free — for owners and next-generation leaders who want to start somewhere smaller.
The FAMILY Framework Workbook
A self-guided workbook walking you through the six FAMILY pillars — one chapter per domain, with exercises, decision frameworks, and reflection prompts. Built for the owner who wants structure without committing to a full advisory engagement.
- ·One chapter per FAMILY pillar
- ·Exercises, templates, and reflection prompts
- ·Digital download — print or fill in digitally
- ·Includes a quick-start diagnostic
Next-Gen Leader Cohort
A six-week online group program for next-generation leaders preparing to step up in a family business. Small cohort. Structured curriculum. Brian facilitating live. Peers who are wrestling with the same transition.
- ·Six weeks, small cohort, live sessions with Brian
- ·Built for next-gen leaders (late-20s through mid-40s)
- ·Topics: owner transition, governance, credibility, hard conversations
- ·Ends with a written succession-readiness plan
The monthly note
One short, practical read per month on running a durable family business. No noise. No fluff. Unsubscribe anytime.
- ·One email per month
- ·Short reads — five minutes or less
- ·Straight from Brian’s desk
- ·Unsubscribe anytime
Free
SubscribeWhy these exist
Not every owner should start with a multi-thousand-dollar engagement.
The Architecture program is the premium end of the practice — it's built for owners who are ready to commit. Most owners aren't there yet. They want to read, learn, take a diagnostic, try the framework in their own time.
These resources are for them. Work at your own pace. Come back when you're ready for the full engagement. Or don't — the workbook alone will move some owners a long way.
Or start here
Take the free Readiness Assessment first.
Fifteen questions, fifteen minutes. A clear read on whether the Architecture program is the right fit — or whether one of these resources is a better starting point.
Take the Readiness Assessment