Maximizing effectiveness in family-owned businesses...while avoiding traps

Choosing to join, work, and remain, in a family business can be far more complicated  than when pursuing any other employment path. While the rewards can be far greater, at times the emotional and relational complexities can be seemingly impossible to navigate. The business suffers, relationships are damaged, and individual performance and happiness deteriorates beyond repair.  

See below to learn more about how Dr. Klein works with family business members (1-on-1, or as a group) to maximize decision-making, address family business dynamics, and maintain or set a course for workplace effectiveness and long-term growth and satisfaction.

Professional & Career Assessment & Advising


 Through comprehensive discovery, action planning, and accountability, 1-on-1 advising assists in moving individuals forward towards creating and meeting both short- and long-term professional and personal goals. Tools that measure work-related personality traits, career interests, motivators, and social and emotional style are utilized to determine "best fit" job roles, paths, and organizational climates. 

Family Personality & Style Profiles


Easy-to-use assessments that help family members better understand how they  are each "wired" can help manage (or avoid) conflict while enhancing family cohesion and collaboration. Objective assessments provide new ways for thinking about who family members are, and what makes each family unique. These tools are completed individually prior to a group workshop and debrief. Family members receive their own in-depth profile as well as a family personality wheel.

Board Meeting & Family Council Facilitation


Understanding issues unique to family-owned businesses is critical for the effective facilitation of annual or semi-annual board meetings as well as family and management meetings. Sensitivity to the complexities inherent to succession planning, family relationships and dynamics, intergenerational conflict, and legacy is critical.  Dr. Klein assists family businesses in navigating the business and emotional landscape inherent to family-owned enterprises. 

Family Business Audiences


*2018 Schulze Publication Award Winner* recently published Dr. Klein's article on the difference between thriving and being trapped in a family business.


Now available as a second edition, Trapped in the Family Business is a practical guide for understanding family business traps and what can be done about them.


As a guest on various family business podcasts, Dr. Klein shares stories and insights about family business careers, dynamics, and challenges

Read testimonials...

Hear about how the work Dr. Klein does has benefitted individuals in their own words

Schedule a free consultation