FAMILY AND BUSINESS LEARNING
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Distilled from 30 years of research, teaching and consulting by Randel S. Carlock and Keng-Fun Loh —so you can skip the theory and get straight to what works.

Welcome to
​Family and Business Learning

For Clarity, Confidence and a Plan.
Come on the learning journey with us.

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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.
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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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Professor Randel S. Carlock & Keng-Fun Loh

We teach and coach enterprising families to strengthen their relationships and sustain their economic performance.

“Families are about emotions and caring, and businesses are about profit and performance, not a likely partnership.”
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.

The learning focuses on the social tasks of leadership, talent development and human relationships rather than the technical and business tasks.
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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

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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

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The Family and Business Values Cards to identify your shared family values, prioritize them and describe the desired behaviors.
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Online 360 Assessments

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Turn insights into action for your family enterprise within minutes - now in 13 languages so everyone can participate from anywhere, at any time.
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Customised Workshops 

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We can design an action-learning program for enterprising families of any size or location, and the professionals who serve them.
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Applying The Parallel Planning Process: A Proven Framework for Enterprising Families Since 2001

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Parallel Planning Process
​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 Basic and Advanced online 360° assessments and a simple-to-visualize planning map.
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​The Parallel Planning Process (PPP) Map provides the framework for family and business planning with 8 action steps. ​

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The Family and Business Parallel Planning Process Map

Understanding Family Business is Knowing Your Family.

Copyright © 2024 by Randel S. Carlock and Keng-Fun Loh
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, write to: [email protected]

Write to us

Randel Carlock      [email protected]
Keng-Fun Loh        [email protected]

Helpdesk                  [email protected]
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