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Focus Training Services in Family Business
Senior Staff at Family Business
• Corporate Governance Program
• Family Governance program
• Private Wealth management
• CEO LATAM PROGRAM
• C-Suite Advisory Board & Board of Director Services
• Private Equity Programs (If applicable)
• M&A / Private Equity Program (If applicable)
On line Programs:
• Corporate Finance
• Entrepreneurship1, Developing the Opportunity
• Entrepreneurship 2, Launching a Start Up
• Entrepreneurship 3, Growth Strategies
• Entrepreneurship 4, Financing & Profitability
• Better Leader, Richer Life
• Analyzing Global Trends for Business and Society.
HEIR Planning & Development at Family Business
• C-Suite Advisory Board & Board of Workshop for Next generation of Heirs
• Director Services Corporate Governance Program
• Family Governance program
• Private Wealth management
• CEO LATAM PROGRAM
• Private Equity Programs (If applicable)
• M& A / Private Equity Program (If applicable)
• Women Leadership Program (If applicable)
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On line Programs:
• Customer Analytics
• Operations Analytics
• People Analytics
• Accounting Analytics
• Introduction to Spreadsheets and Models
• Corporate Finance
• Entre preneurship1, Developing the Opportunity
• Entrepreneurship 2, Launching a Start Up
• Entrepreneurship 3, Growth Strategies
• Entrepreneurship 4, Financing & Profitability
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High Potential
• Director Services Corporate Governance Program
• Family Governance program
• Private Wealth management
• Private Equity Programs (If applicable)
• M&A / Private Equity Program (If applicable)
• Women Leadership Program (If applicable)
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On line Programs:
• Contagious How things catch on
• Diversity & Inclusion Series
• Corporate Finance
• Entre preneurship1, Developing the Opportunity
• Entrepreneurship 2, Launching a Start Up
• Entrepreneurship 3, Growth Strategies
• Entrepreneurship 4, Financing & Profitability
• Financial Analytics
• Operation analytics
• Customer Analytics
• Customer Analytics
Wealth Advisors
• Corporate Governance
• Family Governance
• Merger & Acquisitions Private Equity
• Estate Planning Workshops
• Wealth Management Coaching
• Design and Establishment of Single Office and Multi Family Offices
On line Programs:
• Crisis Management
• Accounting Analytics
• Financial Analytics
• Analyzing Global trends for Business & Society
• Introduction to Spreadsheets and Models
• Modeling Risk Realities
• Decision Making and Scenario Planning
• Fundaments of Quantitative Modeling
Family Office Professionals
• Corporate Governance
• Family Governance
• Merger & Acquisitions Private Equity
• Estate Planning Workshops
• Wealth Management Coaching
• Design and Establishment of Single Office and Multi Family Offices
On line Programs:
• Crisis Management
• Accounting Analytics
• Financial Analytics
• Analyzing Global trends for Business & Society
• Introduction to Spreadsheets and Models
• Modeling Risk Realities
• Decision Making and Scenario Planning
• Fundaments of Quantitative Modeling
Other Advisors & Experts
• Corporate Governance
• Family Governance
• Merger & Acquisitions Private Equity
• Estate Planning Workshops
• Wealth Management Coaching
• Design and Establishment of Single Office and Multi Family Offices
On line Programs:
• Crisis Management
• Accounting Analytics
• Financial Analytics
• Analyzing Global trends for Business & Society
• Introduction to Spreadsheets and Models
• Modeling Risk Realities
• Decision Making and Scenario Planning
• Fundaments of Quantitative Modeling
Consulting Services
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Customer Centricity
Consultancy and Advice
• Strategic Roadmap Development
• Workshop Design and Materials
• Accrediting Internal MRI Experts
MRI Implementation and Reporting
• Benchmarks, Targets and Action Plan Guides
• Action Planning and Review Workshops
Customer Centric Leadership
• Identification and Interviews with Customer Centric Leaders
• Customer Centric Leader Best Practices
Customer Centric Skills Workshops
• Customer Centric Strategic Marketing e.g. Product Management
• Support Function Skill + Mindset Development e.g. Finance / IT
People Solutions
Talent Management
• Talent Assessment
• Talent Succession
• Talent Acquisition: Special Projects, Board Level, Executive Level
Performance Management
• Individual & Team Performance
• Strategic Alignment
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Mergers & Acquisitions
M&A
• Consulting & Execution (Before, During & After Negotiations)
• Cultural Assessment
• Cultural Matching
• Customer Orientation
• Engagement & Coordination with Law Firms and & Accounting
• Engagement & Coordination of Providers
• Organizational Design
• Assessment of Key Players
• Integration Plan
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We count with a vast experience implementing and negotiating deals from the People Component, at the specific need of our clients, we will be utilizing tools from our partners:
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Personal Development
Coaching & Mentoring
• Individual & Team tools & platforms
• Executive Coaching
• Career Planning
• Individual Development Plans
• Individual Assessments
• Outplacement
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Beyond Engagement
Engagement & Culture Assessment
• A variety of Survey Models to select or a fully customized tool
• Best in class companies Benchmark
• Fully On line and REAL TIME
• Totally customized Reporting
o Data Mining Tool
o An innovative way to look at the POSITIVE side of
Engagement
o Action Planning tool; standardized Reporting based on the
desire of our clients
o Multi Country Implementation.
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Resources for Human Capital Leaders
This is a Space designed for Human Capital Leaders searching for more
Being part HR Open Source represents a great honor, having access to the best of the best Case Studies designed & Implemented by distinguished Human Capital Leaders of the World; it is our first step towards Excellence.
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We are also partnering with PILOT COACH, to improve our career Plans and Branding.
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SP&E most recently engaged with BCA Executive Recruiters, to support Human Capital Leaders, introducing The T3 Effect Providing you:
• Tools to help you
• Think differently and
• Transform the way you do business.
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Focus Training
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Consultancy and Advice about Individual & Group Training Needs
• Executive Learning Customized Development Plans
• Customer Centric Leadership Programs
• Customer Centric Skills Workshops
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Based on Executive Talent Management Reviews and Succession Planning
• Senior Leadership Program
• Heir Planning and Development
• High Potential programs & Plans
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Consultancy and Advice about Individual & Group Training Needs
• Wealth Advisors
• Family Office Professionals
• Other Advisors & Experts
• Customer Centric Programs for Large Family Office Consultants.
For more information please contact us Family Business and Office School 305 748 0862 or info@family-bs.com