Family Enterprise Planning

Define your legacy and advance your business in 2020 and beyond.

Nestled on a palmetto-lined street, the College of Charleston School of Business has become a haven for local business executives looking to make connections with thought leaders in business, management, leadership and operations. To meet the unique needs of local, regional, national and international family enterprises alike, the College of Charleston School of Business has developed a comprehensive planning executive certificate for family enterprises. 

This executive program takes a holistic and inclusive approach to Family Enterprise Planning (FEP). Combining courses in family dynamics, family business strategy and family governance, participants experience three critical systems for family enterprise legacy success. The FEP program offers a unique opportunity to network with experts and peers who understand the challenges of running a family enterprise. 

The program consists of three two-and-a-half day weekends in Charleston throughout the year and includes peer impact projects between in-person sessions. The collaborative nature of the program lends itself to a vast alumni network that develops long after the program has ended.

Rates

*Referral must participate in order for discount to be valid. 

All registrations include:

• Courses
• Materials
• Parking
• Group Participant Meals   

Special pricing options for accommodations, tours and other Charleston experiences are available for participants and their families.

What to Expect

In-Person Courses

The College of Charleston School of Business Family Enterprise Planning program has updated it course schedule to accommodate more participants! In-person sessions will be held in Charleston, South Carolina — named #1 Best City in the U.S. (Travel + Leisure) — at the College of Charleston School of Business on the following dates: 

• Thursday afternoon, January 9, 2020 – Sunday afternoon, January 12, 2020

• Thursday afternoon, March 12, 2020 – Sunday afternoon, March 15, 2020 

• Thursday afternoon, May 14, 2020 – Sunday afternoon, May 17, 2020

Peer Impact Projects

Enterprising families know that wealth means a responsibility to the three Ps: People, Planet and Profit. Between in-person sessions, participants will join small peer groups focused on accelerating impact leadership capabilities. These sessions are virtual and led by program faculty.

Key Benefits 

• Explore effective governance structures that create shareholder success
• Hone communication and conflict management skills
• Acquire change management tools for legacy success
• Gain the skills to lead continuity and succession conversations
• Learn how the three core systems of family enterprise work together to create the foundation of a great legacy
• Practice techniques that will keep family owners, family non-owners and other family member relationships secure and aligned
• Understand the value of impact leadership

Special Features

• Virtual faculty-led peer group exercises
• Networking opportunities
• Newsletters and informational e-blasts
• Alumni activities
• Refresher courses
• Planned excursions*

*Enjoy food, libations and entertainment at the home of Thomas and Gray Hunter, third generation members of the McCall Farms family who live on the peninsula's iconic Charleston Battery. 

 Who Should Attend?