Next-Generation Readiness Coaching
Practical coaching for successors stepping into operational or board roles before a formal handover.
Who it is for
Designated successors and emerging family managers
What you walk away with
Clearer role expectations, stronger meeting presence, and a personal development plan tied to the succession timeline
Included
- Role clarity sessions with the outgoing principal
- Coaching on board and family meeting conduct
- Written personal readiness plan
Outside this engagement
- Executive search for non-family talent
- Therapy or family counseling
How we work
- Baseline interviews
- Goal setting with principals
- Biweekly coaching
- Progress review with the family
Preparation
Agree who may observe progress reviews.
Boundaries
Confidentiality boundaries are set at kickoff.