List of Illustrations xi
List of Illustrated Tables xiii
List of Configuration Plans xv
Acknowledgments and Appreciation xvii
Introduction to the Continuity Model Generation xxi
Part I: 21 Frameworks and 6 Meta-Frameworks 1
Keystone Meta-Framework 3
Four Foundational Theoretical Approaches 3
Two Complementary Logics 15
Three Circles Framework 18
Familial Meta-Framework 25
The Big Tent Framework 25
RIPCC Best Practice Dimensions 28
Four Ps Framework 30
Four Cs Framework 32
Individual Meta-Framework 39
Five Servant Leadership Dimensions 39
Four Tests Framework 43
Four Leadership Priorities 45
Four Exit Strategies 48
Generational Meta-Framework 51
Four Ls Framework 51
Four Ownership Stages 55
Four Entrepreneurship Principles 60
Tactical Meta-Framework 63
Family Enterprise Heterogeneity Frameworks 63
Four Rs Framework 66
Four Strategy Dimensions Framework 69
Fundamental Meta-Framework 73
Four Trust Dimensions 73
Five-Stage Life Cycle Framework 76
Church and State Framework 79
Four Innovation Capabilities 82
Part II: The Continuity Canvas 85
Strategy: Strategic Planning for Continuity 87
Strategic Planning for Continuity I: Collecting and Collating Basic Information 87
Strategic Planning for Continuity II: Cornerstone Concept Equals a Quadruple-Bottom- Line Scorecard 91
Financial Perspective 93
Social Perspective 98
Environmental Perspective 103
Talent Perspective 108
Talent: Successors' Talent Development Planning for Continuity 115
Successors' Talent Development Planning for Continuity I: Collecting and Collating Basic Information 129
Successors' Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship 131
Values - History - Legacy 133
Financial Literacy and Value Creation 137
Governance Role Preparation 145
Individual Development 150
Wealth: Asset, Wealth, and Estate Planning for Continuity 155
Asset, Wealth and Estate Planning for Continuity I: Collecting and Collating Basic Information 156
Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement 158
Governance: Governance Planning for Continuity 169
Governance Planning for Continuity I: Collecting and Collating Basic information 169
Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family's Governance Philosophy 171
Business Governance 173
Family Governance 183
Ownership Governance 185
The Foundation 192
Part III: Configuring a Plan for the Plans 197
Configuration Plan One 199
Configuration Plan Two 203
Configuration Plan Three 205
Configuration Plan Four 207
Part IV: Appendix 209
Educating Educators 211
A Program Example 215
Part One: Frameworks and Meta-Frameworks 215
Part Two: Four Plans and Cornerstone Concepts for Continuity 218
Part Three: Presenting Configuration Examples 222
Part Four: Developing Your Own Continuity Canvas and Cornerstone Concepts 223
References and Further Readings 225
Index 231