The Only West Coast Program of Its Kind

• The only family enterprise succession program of this depth and design on the West Coast
• Combines top-tier academic rigor (USC Marshall) with real-world family enterprise advisory insight

Built for Real Succession—Not Theory

• Most programs focus on governance structures first—this program solves succession in the order it actually happens
• Anchored in a proven Three-Stage Succession Model:
  • Ownership Intent → Active Ownership → Governance
• Addresses the root cause of failed transitions: unresolved structural decisions, not surface-level family conflict
• This is not a “talk about it” program—it’s a “decide and act” program

Integrates Business Strategy + Family Psychology

• Unique integration of:
  • Hard structural decisions (ownership, governance, finance)
  • Human dynamics (trust, conflict, identity, readiness)
• Uses the Four Room Model to diagnose where families are emotionally—and how ready they are to move forward
• Most programs do one or the other. This does both—simultaneously.

Multi-Generational, Team-Based Design

• Families attend together—across generations
• Designed for real conversations that don’t happen at home or at work
• Structured to break the most common and costly pattern in succession:
  • The “Knock on the Door / Tap on the Shoulder” stalemate
• This is not individual leadership development—it’s family system transformation

Personalized Through an Integrated AI Platform

• First-of-its-kind use of AI-driven adaptive learning in family enterprise education
• Tailors the experience to each family’s:
  • Succession stage
  • Communication dynamics
  • Strategic priorities
• Extends learning across:
  • Pre-program preparation
  • Between-session coaching
  • 12-month accountability tracking
• Every family gets a custom pathway inside a shared cohort experience

Designed for Action, Not Just Insight

Families leave with real, working outputs—not concepts:

• A Governance Memo (practical, usable—not theoretical)
• A Succession Readiness Map with 12-month and 3–5 year horizons
• A Next-Gen Development Plan
• A 12-Month Action Plan with named accountability
• This program produces decisions, documents, and momentum

Between-Session “Execution Phase” Built In

• 8–10 week interlude where families:
  • Hold real family meetings
  • Draft governance structures
  • Conduct succession conversations
• Supported by:
  • Faculty coaching
  • AI accountability system
  • Peer family network
• Most programs end at insight. This one forces execution.

Entrepreneurship + Succession—A Rare Combination

• Dedicated focus on:
  • Sustaining entrepreneurial drive across generations
• Leverages USC Marshall’s top-ranked entrepreneurship capability
• Directly addresses a core risk:
  • Transitioning ownership while losing innovation energy

• This is succession planning with growth in mind—not just preservation

Highly Curated Peer Cohort

• Only 12–15 family teams per cohort
• Carefully selected participants to ensure:
  • Comparable scale and complexity
  • High trust environment
  • Meaningful peer exchange

• This is a peer advisory experience—not a classroom

Learn from Families Who Have Lived It

• Embedded fireside conversations with real multi-generational families
• Focus on:
  • What actually worked
  • What nearly failed
  • What they would do differently
• Real stories, not sanitized case studies

A Structured Yet Human Experience

• Includes unique elements rarely found in executive programs:
  • Guided family conversations
  • Appreciations rituals to rebuild trust
  • Facilitated conflict resolution frameworks
• Creates space for honest conversations that families typically avoid

Designed by Experts Across Disciplines

• Built with input from:
  • Top family enterprise advisors (Banyan Global)
  • USC Marshall faculty
  • AI learning platform innovators
• Reflects real-world advisory experience + academic rigor + modern delivery