Insights for Enterprising Families and Their Advisors

Explore insights and strategies for success.

Launching the Parallel Planning Process: Aligning family and business systems
Systems and Process

Launching the Parallel Planning Process: Aligning family and business systems

An examination of the enhanced Parallel Planning Process (PPP), first introduced by Randel S. Carlock and John Ward in 2001, a proven tool that can help advisors to professionalize the family and business planning process.

Randel S. Carlock and Keng-Fun Loh Randel S. Carlock and Keng-Fun Loh • •6 min read
Strengthening Asian Family Bonds: A Twenty-Minute Assessment Tool
Communication

Strengthening Asian Family Bonds: A Twenty-Minute Assessment Tool

In this article, Loh and Carlock introduce their Communication360 Assessment tool to discuss the importance of healthy communication strategies within business families.

Keng-Fun Loh & Randel S. Carlock Keng-Fun Loh & Randel S. Carlock 6 min read
Family Business Leaders as Dealers in Hope
Leadership

Family Business Leaders as Dealers in Hope

In a world characterized by volatility, uncertainty, complexity, and ambiguity, Professor Randel S. Carlock of INSEAD shares five behaviors for family business leaders to inspire and lead their families and stakeholders.

Randel S. Carlock Randel S. Carlock 5 min read
Launching the Parallel Planning Process: Aligning family and business systems
Systems and Process

Launching the Parallel Planning Process: Aligning family and business systems

An examination of the enhanced Parallel Planning Process (PPP), first introduced by Randel S. Carlock and John Ward in 2001, a proven tool that can help advisors to professionalize the family and business planning process.

Randel S. Carlock and Keng-Fun Loh Randel S. Carlock and Keng-Fun Loh 6 min read

Trusted by the world's best families and organisations.

Cargill
INSEAD
Family Firm Institute
Family Business Network
Young Presidents Organization
Young Investors Organization
Wates Group
Carlson Companies
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Cargill
INSEAD
Family Firm Institute
Family Business Network
Young Presidents Organization
Young Investors Organization
Wates Group
Carlson Companies
Olayan Group Logo

Client Feedback

Trusted by the best families and advisors.

"Our family differences have settled down, thanks for helping straighten out my wonderful kids."
J.R. Cargill
Shareholder, former director and senior executive, Cargill
"Randel's work in helping our family through transition from generation to generation, and from owner managers to governing owners has been of huge value. He has worked with my family through the transition process for the 4th Generation. His distinction between business strategy and family strategy, together with a rigorous development programme for the next generation were a key ingredient to success. The focus on family values and vision helped us develop an amazingly strong management team."
Andrew Wates
Chairman of the Wates Family Enterprise Trust, Wates Family Holdings