Welcome to Family and Business Learning
For Clarity, Confidence, and a Plan.
Professor Randel S. Carlock & Keng-Fun Loh
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We teach and coach enterprising families to strengthen their relationships and sustain their economic performance.“Families are about emotions and caring, |
It's not too late. Come on the learning journey so you can have
CLARITY by uncovering implicit thoughts and feelings
CONFIDENCE to have the difficult conversations and make sound decisions, by applying proven processes with our tools and
A PLAN that your family works on together --so what you’ve already built lasts forever.
CONFIDENCE to have the difficult conversations and make sound decisions, by applying proven processes with our tools and
A PLAN that your family works on together --so what you’ve already built lasts forever.
Distilled from over 25 years of research, teaching and consulting by Randel S. Carlock and Keng-Fun Loh —so enterprising families and their advisors can skip the theory and get straight to what works.
Knowing your family is the key to business success.
After over 30 years of teaching family businesses around the world, we have seen some outstanding business families who understand and use professional planning tools to help their families and businesses perform better.
But many families still neglect addressing their family plans because they know the issues are emotional and they do not want to risk potentially explosive conversations.
The reason that many business families do not plan for their journey together is that the process is time consuming, dangerous, and complex.
But many families still neglect addressing their family plans because they know the issues are emotional and they do not want to risk potentially explosive conversations.
The reason that many business families do not plan for their journey together is that the process is time consuming, dangerous, and complex.
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Family and Business Learning is a new educational approach for family enterprises, business families, entrepreneurs, and the professionals who support them. Launched in 2018 by Professor Randel S. Carlock and Keng-Fun Loh, the goal is to broaden the reach of new learning platforms with tools that accelerate learning and build learning communities based on each family or business’s unique situation, rather than best practices and theories developed by business schools and consultants.
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The learning focuses on the social tasks of leadership, talent development and human relationships rather than the technical and business tasks. |
What our clients say
" A world class program, with great professionals as well as true deep human being. A must do ! Come and join the community!" |
"A wonderful set of tools, well thought out and creative, to use with my business family clients." |
"A must for all family business consultants who want their business to be state of the art. Taught by the world's best thought leaders.” |
Featured Solutions
Books
A Family Business on the Moon: 24 activities to plan your family and business future by Randel S. Carlock and Keng-Fun Loh
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Values Cards
The Family and Business Values Cards to identify your shared family values, prioritize them and describe the desired behaviors.
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Applying The Parallel Planning Process: A Proven Framework for Enterprising Families Since 2001
Parallel Planning Process
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Encouraging family interaction is the most important aspect of the learning process because it starts with individual thinking but stimulates the family’s participation in each learning activity.
The Parallel Planning Process (PPP) helps families align their values, vision, strategy, investment and governance for the benefit of both the family and the business. The PPP is designed to look at the critical actions that support successful family relationships and build sustainable businesses.
A proven tool to professionalize family and business planning, the PPP was introduced in Strategic Planning for the Family Business (2001) and improved in When Family Businesses are Best (2010) by Carlock and Ward. Recently enhanced in A Family Business on the Moon (2018), it now includes a comprehensive planning system with the PPP's Basic360 Profile and Advanced360 Profile online assessments and a simple-to-visualize planning map. |
The Parallel Planning Process (PPP) Map provides the framework for family and business planning with 8 action steps. |
The Family and Business Parallel Planning Process Map
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