The Loyola Family Business Center offers a "life stage curriculum" that provides best processes and applied practices for the whole family business.

Stewardship Institute

The Stewardship Institute ensures that all of your stakeholders understand the impact of family and business overlap, and minimizes your business legacy risk. The program provides family members peer support as they explore ways to responsibly guide the business, regardless of whether they work in the business, married into the family, or eventually will run the business. The curriculum covers 6 important topics: relationships, governance, leadership, strategy, finance, and transitions. Multiple family members can enroll in tandem. In-person meetings occur quarterly (2 days, back-to-back) over an 18-month period for a total of 6 meetings.

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Next Gen Leadership Institute

The Next Generation Leadership Institute prepares family business members for their unique leadership roles in the family and/or the business. This is done through assessments, cohort-based learning, one-on-one coaching, and learning from live case examples and subject matter experts. Participants graduate from the program with a deep understanding of their strengths, new leadership tools to serve both the family and the business, and a peer community to support and elevate their learning on an ongoing basis. In-person meetings take place once a month for 18 months. Only one family member can enroll at a time. 

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Legacy Institute

The Legacy Institute is designed for family members who are contemplating retirement in the next 3-7 years. Participants explore their vision of retirement and the path to get there. Participants also gain clarity on nex-gen messaging, address personal questions of how to transition from production to generativity to legacy, learn how to build a meaningful and satisfying next phase of life, and discuss how to concretely enact their succession plan and what governance structures need to be in place or amended to serve the transition. Only one family member can engage at a time.

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Peer Groups

Peer groups bring together a small group of members from different family businesses to share common experiences and solutions to business, family, and governance challenges. Group members benefit from incredibly honest feedback from peers who understand the unique challenges and privileges of being in a family business. Content includes relevant business speakers, member facility site visits, and personal check-ins. Each group is strictly confidential and moderated by a professional facilitator. Memebrs of the same family business will never be placed together in the same group. Meetings take place once every other month for 4-6 hours over a 12-month period.

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HR Cohort

Launching in 2024. Our HR Cohort provides a thinktank opportunity for certified and experienced HR professionals in family businesses (non-family members are welcome to join). Cohort members can safely spark conversations about many issues, including effective ways to manage ever-changing employment laws. Meetings will occur quarterly for 4-6 hours over a 12-month period. Contact us if you are interested in joining.

Governance Cohort

Launching in 2024. Our Governance Cohort brings together family business members who run shareholder meetings, family meetings, family councils, and/or boards (directors or advisors). Meetings will occur quarterly for 4-6 hours over a 12-month period. Contact us if you are interested in joining.

Stakeholder Relations Cohort

Piloted in 2022-23. Our Stakeholder Relations Cohort brings together family business members who work within a family office. This group gathers quarterly (3 times virtually for 90 minutes and one time in-person for a half day). Contact us if you are interested in joining.