Developing each for prosperity in all!
Family Enterprise Alliance, LLC
Developing each for prosperity in all!
Kim Schneider Malek
Founder/Consultant
Celebrating 25-years of dedicated service to
advancing family enterprise!
P: (303) 915-0242
E: kim@advancingfamilyenterprise.com
Family enterprise, that which courageously transforms and advances the innovation, initiative, and resourcefulness of a family into something that has sustainable, exchangeable, and collective value, is unique. Family enterprise is ownership and governance of family business. Family enterprise is family wealth management and family office. Family enterprise is philanthropy and family foundation. Family enterprise is family and family council. Family enterprise is a collective of individuals -- family members, shareholders, board members, executives, advisors, employees, suppliers, customers, and community beneficiaries.
Family enterprise is an intertwined system of family, ownership, governance, management, wealth, and social impact influences and decisions. What happens in one area affects the others. While many aspects of progress in family business and family enterprise growth and wealth generation are easily measured and controlled by numbers, true and lasting success happens when family and enterprise are in alliance, developing each for the prosperity in all.
Family enterprise alliance begins when enterprising and business-owning families cultivate an understanding and respect for the individuals who create family dynamics and the systemic nature of their relationship to each other, to ownership control, and enterprise management.
Family enterprise alliance proceeds when the owners' clearly articulate a plan reflecting the family's purpose, values, vision, mission, and goals. Family enterprise alliance regenerates when the governing body (typically a board) actively directs management according to that plan. Family enterprise alliance gains traction towards success when those active in leadership and decision making in the business entities responsibly create and implement strategies and structures that allow for available and accessible resources to be placed in service for the greatest chances of success.
The multi-generational continuity and succession planning journey includes navigating inevitable complexities that arise when family and enterprise strive for alliance. The journey demands attention, planning, and experiential collaborative learning. Some families experience the journey alone, hoping for the positive outcome they envision. Others partner with professional guides known as family business consultants or family enterprise advisors, to help them gain insight into the universe of possibilities for achieving their goals and to design and integrate plans around tailored proven practices.
Family Enterprise Alliance, LLC, a firm whose members have been exclusively focused in this area for over 25 years, is dedicated to systemically advancing all aspects of family business succession and family enterprise continuity towards their desired future story. We work collaboratively and strategically with those who affect and are affected by complex decisions and demanding allocation of resources to convert those decision into positive outcomes. Clients include ownership families, individual family members, family businesses, shareholders, boards, family councils, family offices, management teams, professional service providers, and peer and student learning groups.
Family Enterprise Alliance, LLC, provides custom consulting, family and team facilitation, personalized coaching, peer group learning, program and curriculum design, forums/retreats, and advisory team collaboration.
About Family Enterprise Alliance, LLC
When families build something of value, whether it is a business, wealth, philanthropy, or a commitment to a collective responsibility of
any kind, they often have a vision of it lasting well into future generations. For many years, owners considered technical estate and
succession planning to be the essential step to making this happen. More recently, statistics have proven that while those are absolutely
essential to ownership transfer, family unity is vital to continuity and lasting success.
The Family Enterprise Alliance, LLC is a second-generation global family firm providing education, insight, and guidance to enterprising families, organizations, and professional advisors seeking to advance their goals for continuity from generation to generation. Services, which are oriented toward people, relationships, communication, and group dynamics, include succession planning, retreat and governance facilitation, family meetings, values programs, next-generation leadership development, conflict management, customized educational programs, workshop development, peer exchanges, keynotes, and conference sessions.
The goal of Family Enterprise Alliance, LLC is to help enterprising families flourish and their business, wealth, philanthropic, and family entities thrive. The role of its professionals is to facilitate the process that leads family businesses and enterprising families to greater performance, a deeper level of collaborative learning, and a more productive way of advancing toward their desired outcomes. While working extensively, at times, with clients’ legal, financial, wealth management, and philanthropic advisors, the firm does not administer any technical advice in these professional areas.
Family Enterprise Alliance, LLC includes a learning exchange with many organizations such as the Family Firm Institute Global Education Network, University of Denver Daniels College of Business, and the Rocky Mountain Family Business Center.
Family Enterprise Alliance, LLC works collaboratively with many professional advisory firms, associations, family business centers, universities, and family offices on non-financial, non-legal family enterprise alliance services. The firm also assists clients with objectively identifying available professional services that could contribute to effective planning. There are no professional advisors referral fees exchanged between firms for this service.
Family Enterprise Alliance. LLC founder Kim Schneider Malek (MBA), recipient of the 2014 Family Firm Institute's Barbara Hollander award for leadership in and teaching commitment to family enterprise, began her career in family business advising at Schneider Consulting Group, Inc., a firm founded by her father, Frank S. Schneider, in 1987. Frank was the recipient of the Family Firm Institute’s Interdisciplinary Achievement award for his collaboration with professional service advisors from the legal, financial, behavioral, and management science disciplines. Kim, who since 2001 has been on the faculty of the University of Denver Daniels College of Business here she received the Diamond Award for Teaching Excellence, holds certificates with Fellows Status in Family Business Advising and Family Wealth Advising (behavioral focus) from the Family Firm Institute, where she also serves on the faculty of the Global Education Network. Additionally, she has completed advance graduate work in family systems and therapy. Kim was the founding co-editor of The Practitioner, a global online non-research-based publication of the Family Firm Institute and currently serves on the article practitioner review team for the Family Business Review. She is also a Governing Board member of Collaboration for Family Flourishing, a global peer organization focused on advanced learning.