e-Consulting

Aspen e-Consulting Resources

Delivered by Joe Paul

4025 SW 6th Avenue

In order to make our services more accessible to a wider audience the Aspen Family Business Group has created a menu of electronic consultation options. These resources are designed for both family business clients and family business advisors. Please contact Joe Paul if you have any questions about using these resources.

Our electronic service options include:

 1. Starter Kit—includes one hour of telephonic consultation for the family and /or advisors. Examples of further hourly services delivered electronically are:

• Coaching regarding prep for Family Meetings,

• Special topic presentations

• Facilitation of family meetings via “Go to Meeting” or Skype

• Consultation regarding Starter Kit topics

2. Individual, Couple and Family Coaching -- by phone, Skype or “Go to Meeting”

• Identifying your Family Business Issue
•  Leadership
•  Sibling and/or cousin partnership difficulties
•  Succession
•  Wealth Issues
•  Letting go of leadership
•  Managing multiple roles (Owner, Manager, Director, Family Member, Council Leader, etc) with other family members
•  Improving Communication
•  Developing family covenants, a Family Council Mission, a Family Mission, a Family Employment Policy, a Code of Conduct, etc

3. On-line Family Assessments - Includes a discussion of results and a detailed report.

• Family Business Inventory
• Family Wealth Inventory
•  Estate Planning Inventory
•  Legacy Property Inventory
• Family Foundation Inventory

4. Coaching Family Business Advisors—Training and guidance for advisors who want to develop their expertise in working with families in business, family offices, etc,

• Identifying your preferred Family Systems Theory
• Managing the influence of your own family legacy on your work
• Assessing the family and business
• Conducting individual interviews 
• Identifying and prioritizing core issues 
• Facilitating family meetings 
• Creating Family Councils 
• Creating and memorializing covenants 
• Facilitating skillful communication 
• Addressing your own feelings of being an imposter 
• Conflict Resolution, etc 
• Developing the Human Capital of the family
  
  

5. Remote co-consulting—I sit in on the session with you and your client via Skype, a Simultaneous translator, etc.