Continuity model generation : integrating wealth, strategy, talent, and governance plans

Table of contents 1. Cover 2. Title Page 3. Copyright 4. List of Illustrations 5. List of Illustrated Tables 6. List of Configuration Plans 7. Acknowledgments and Appreciation 8. Introduction to the Continuity Model Generation 9. Part I: 21 Frameworks and 6 Meta-Frameworks 1. Keystone Meta-Framework 1. Four Foundational Theoretical Approaches 2. Two Complementary Logics 3. Three Circles Framework 2. Familial Meta-Framework 1. The Big Tent Framework 2. RIPCC Best Practice Dimensions 3. Four Ps Framework 4. Four Cs Framework 3. Individual Meta-Framework 1. Five Servant Leadership Dimensions 2. Four Tests Framework 3. Four Leadership Priorities 4. Four Exit Strategies 4. Generational Meta-Framework 1. Four Ls Framework 2. Four Ownership Stages 3. Four Entrepreneurship Principles 5. Tactical Meta-Framework 1. Family Enterprise Heterogeneity Frameworks 2. Four Rs Framework 3. Four Strategy Dimensions Framework 6. Fundamental Meta-Framework 1. Four Trust Dimensions 2. Five-Stage Life Cycle Framework 3. Church and State Framework 4. Four Innovation Capabilities 10. Part II: The Continuity Canvas 1. Strategy:Strategic Planning for Continuity 1. Strategic Planning for Continuity I: Collecting and Collating Basic Information 2. Strategic Planning for Continuity II: Cornerstone Concept Equals a Quadruple-Bottom-Line Scorecard 3. Financial Perspective 4. Social Perspective 5. Environmental Perspective 6. Talent Perspective 2. Talent: Successors' Talent Development Planning for Continuity 1. Successors' Talent Development Planning for Continuity I: Collecting and Collating Basic Information 2. Successors' Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship 3. Values - History - Legacy 4. Financial Literacy and Value Creation 5. Governance Role Preparation 6. Individual Development 3. Wealth: Asset, Wealth, and Estate Planning for Continuity 1. Asset, Wealth and Estate Planning for Continuity I: Collecting and Collating Basic Information 2. Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement 4. Governance: Governance Planning for Continuity 1. Governance Planning for Continuity I: Collecting and Collating Basic information 2. Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family's Governance Philosophy 3. Business Governance 4. Family Governance 5. Ownership Governance 6. The Foundation 11. Part III: Configuring a Plan for the Plans 1. Configuration Plan One 2. Configuration Plan Two 3. Configuration Plan Three 4. Configuration Plan Four 12. Part IV: Appendix 1. Educating Educators 1. A Program Example 2. References and Further Readings 1. References 2. Further Readings 13. Index

Integrating Wealth, Strategy, Talent, and Governance Plans provides a unified and comprehensive plan for family business leaders who wish to increase the likelihood of sustaining success across generations. Continuity Model Generation demonstrates to family businesses how to effectively manage their strategy, their wealth, their talent, and their governance in order to achieve multi-generational success.