The Enterprising Family Program

from Enterprising Families

Everything your family needs to decide, in the right order, at your own pace.

Thirteen modules, and a first draft of your family constitution assembled from your own choices, ready for the conversation.

  • 13modules
  • 76lessons
  • 35worksheets
  • 1family constitution

US$495 for one person · US$1,495 for a family of up to ten · 30-day refund · Opening soon: hear when it opens

How it works

  1. Start from your result

    Take the fuller diagnostic, 79 statements. If you saved your free result, the Program picks it up.

  2. Work on your gaps first

    Your result puts the eleven areas in order for your family. Short lessons and worksheets, one area at a time.

  3. Draft your constitution

    Modules 1 to 11 each draft one section of the constitution, chosen from a short set of options, so the family finishes with a first draft assembled from its own choices.

Your constitution draft

A first draft of your family constitution, assembled from your own choices, ready for the conversation. Each section offers a short set of options, in plain words, with a line for something else in your own words. Every clause shows which choice produced it. Where family members choose differently, the draft shows both and leaves it for the family meeting. Clauses with legal consequences are flagged and collected in one list to take to your advisers.

It comes out as a Word document for the family to keep editing, with "draft for family discussion, not legal advice" on every page. You don't have to start from a blank page.

An illustrative example. Your own draft reads the way your family chose.

See where your family's views differ

Each person takes the diagnostic on their own, and chooses what to share. The report shows where your views agree, and where they pull apart.

Illustrative example: two family members' views across the eleven areas, shown as a radar chart. PURPOSERHYTHMSENGINEPLAN BRELATIONSHIPSRISING GENSTEWARDSHIPSUCCESSIONOWNERSHIPGOVERNANCESTORY

Example report · an illustrative family

57/ 100

Enterprising Family Index

Where you're solid

RhythmsStewardshipPurpose

Three places to start

  1. Resilience and Plan B A gapCheck that the senior generation's wills and powers of attorney are current. Module 10 has the checklist.
  2. Leadership and succession A gapAsk the current leader, privately, when they would like to hand over and what they would do next. Module 5 has the worksheet.
  3. Family governance A gapWrite down how family decisions are actually made today, then ask whether everyone would agree with what you wrote.

Where your views differ most, here governance and succession, is usually where the real conversation is.

An illustrative family. Your own report shows your answers, and anyone else's you've been given.

What's inside

Every lesson in the Program. One is open to read now; the rest open when you join.

Start here

Before you begin

7 lessons

  • WelcomeVideo
  • How to use the program: your first weekLesson
  • The modern family enterprise continuumVideo
  • StewardshipVideo
  • Your first family meetingLesson
  • Why families lose it, and why yours needn'tLesson
  • Glossary: the words this Program usesLesson

Module 1

Vision, purpose and giving

6 lessons · 2 worksheets

  • Uniting around a shared vision and clear purposeVideo
  • Your family's milestone year planVideo
  • Be, do, haveVideo
  • The five capitals of family wealthVideo
  • Writing your family's vision and missionLesson
  • Philanthropy as a family practiceLesson

Module 2

Family story and legacy

5 lessons · 2 worksheets

  • The unique power of family storytellingVideo
  • Documenting your historyVideo
  • Resilient children through storytellingVideo
  • Family interviewsVideo
  • Ways to record the family storyLesson

Module 3

Family governance

8 lessons · 6 worksheets

  • The three-circle model and your family mapLesson
  • Stages of family governanceVideo
  • Governing bodies of family enterprisesVideo
  • The family members who hold it togetherVideo
  • What goes in a family constitutionFree to read
  • Example constitutionsLesson
  • Who decides what: owners, the board, the family council and managementLesson
  • Independent directors and advisory boardsLesson

Module 4

Ownership and structures

7 lessons · 2 worksheets

  • Families grow faster than businessesVideo
  • Three stages of ownershipVideo
  • Strategic ownershipVideo
  • Questions to ask your lawyer about structuresLesson
  • A dividend and distribution policy in plain wordsLesson
  • Being a good owner when you don't work in the businessLesson
  • If the family sells: liquidity events and what followsLesson

Module 5

Leadership and succession

6 lessons · 3 worksheets

  • Titan's declineVideo
  • Choosing and preparing the next leaderLesson
  • The founder's next chapterLesson
  • Podcast: Sean Lang and Jeff Watters on appointing an outside CEOPodcast episode
  • Fair is not equalLesson
  • A succession timeline: the handover in stagesLesson

Module 6

Relationships and communication

6 lessons · 1 worksheet

  • Why families fall out, and why it's rarely about moneyVideo
  • The family dinner table and reducing surpriseVideo
  • Difficult conversationsLesson
  • Jim and Paul Warner on multigenerational family dynamicsPodcast episode
  • Spouses and in-lawsLesson
  • Handling a family conflict before it becomes a legal oneLesson

Module 7

Rising generation

9 lessons · 4 worksheets

  • If you're the one being preparedLesson
  • Becoming a learning familyVideo
  • Finding purpose when you don't have to workLesson
  • Raising responsible children of wealthLesson
  • Richard Eyre on raising children in affluencePodcast episode
  • The family board meetingLesson
  • 18 summersVideo
  • If you're a beneficiaryLesson
  • Wellbeing, mental health and addictionLesson

Module 8

Wealth stewardship and transparency

5 lessons · 4 worksheets

  • Build your family bankVideo
  • The family asset registerLesson
  • A family investment policy in plain wordsLesson
  • The family office in plain wordsLesson
  • A family bank's rulesLesson

Module 9

Rhythms and connection

6 lessons · 6 worksheets

  • The structured family approachLesson
  • Family traditionsLesson
  • The annual letterLesson
  • Family goal planningLesson
  • The family AGMLesson
  • Running the room: how to chair a family meetingLesson

Module 10

Resilience and Plan B

5 lessons · 2 worksheets

  • Staying in the gameLesson
  • Estate documents and continuityLesson
  • Second passports and residency todayLesson
  • Empathy: the human connectionLesson
  • Security, privacy and digital assetsLesson

Module 11

Entrepreneurial engine

4 lessons · 2 worksheets

  • Backing the next generation's venturesLesson
  • Podcast: Vicki TenHaken on Century Club companiesPodcast episode
  • When the family should say no to a ventureLesson
  • The family as investor and acquirerLesson

Module 12

Bringing it together

2 lessons · 1 worksheet

  • Assembling your constitution, and taking it to your advisersLesson
  • Your twelve-month planLesson

Also included

  • A family constitution, drafted as you go

    Eleven sections, each assembled from the family's own choices, module by module, and downloaded as a Word document. It isn't a legal document, and the Program says so. It's the agreement that sits alongside the legal ones.

  • Families who have been there

    Each module draws on The Business of Family podcast: 7th-generation principals, family office leaders and the advisers who work with them.

  • Your family's view

    Invite up to ten family members. Each person's answers are their own, kept with their own account, and shared only if they choose. They can delete them whenever they like.

  • A 12-month plan

    Three areas, one first step each, an owner and a date. Then a yearly re-take at your family AGM to see what has changed.

  • The hard questions, named

    Pay for the sibling who runs the business versus the one who doesn't. Buy-outs and dividends, as questions for your lawyer. Who chooses the next leader.

Who it's for

Business families at any stage: founders thinking about what comes next, siblings who own together, cousins trying to stay connected, a spouse or widow who now holds shares and was never in the business, the family office running it for them, and families whose enterprise has moved beyond the original business. It works for one person on their own, and better with the family alongside.

If your family already has a working council, a constitution reviewed in the last two years and an annual meeting, you'll find this a refresher rather than a program. The diagnostic will tell you.

Where it comes from

I first ran this live, with 22 families. Working with a small group at a time could only ever reach a few families, so I've rebuilt it as something you work through at your own pace: the same work, with what I've learned since and what my podcast guests have taught me, so it can help far more families than I could ever sit with.

When it launched, some people whose work I respect said this:

  • “Thank you, Mike, for bringing this initiative to life. It's a wonderful gift you have given us all.”

    James (Jay) E. Hughes Jr., author of Family Wealth: Keeping It in the Family
  • “Mike Boyd has become the one name I point folks to asking about generational wealth transfers.”

    Alex Bridgeman, host of the Think Like Owners podcast
  • “The content that Mike surfaces is generally hidden from normal folks.”

    Matt Allen, CEO, Tractor Ventures

Price

  • One person

    US$495

    All lessons and worksheets, the constitution builder (a one-person draft, labelled as one person's view), your own fuller diagnostic. Bring the family in later for US$1,000 more.

  • A larger family

    By conversation

    More than ten people, or several branches with a family council. Write to me and we'll work out what fits.

    Write to me

One family means up to ten people. If it isn't useful, tell me within 30 days and you'll get your money back. Prices are in US dollars, and payment is through Stripe. The Program is provided by Enterprising Families under the Program terms.

Opening soon

The Program opens soon.

Leave your email and I'll tell you the day it opens. Until then, you'll get my newsletter, built on the same ideas as the Program. Unsubscribe any time.

Try a sample lesson while you wait

If you'd like help along the way

For families who want to go further, I also work on a Family Enterprise Strategy, and as an independent chair of the family council. This work is done through Enterprising Families, and each engagement is agreed in a written engagement letter before it starts. See how Enterprising Families works.

Mike Boyd, Enterprising Families