Event Details

Becoming an Enterprising Family that Lasts Forever

by Prof. Randel S. Carlock and Keng-Fun Loh


The Enterprising Family Mindset and Model is a new 21st century paradigm developed by Prof. Carlock for strategy and leadership planning for families who work together. It builds on the Parallel Planning Process1 giving the family the technical planning tools but equally important, it proposes new Growth, Collective and Entrepreneurial Mindsets that support talent development, working together, and entrepreneurial strategies. The interaction of the social and the technical thinking and behaving provides the energy to drive the family forward with new goals, thinking, and plans.


This experiential two-day workshop, based on more than 25 years of family enterprise thought-leadership and new innovations such as online 360 assessments, live coaching, and interactive learning activities, is designed for families of three to seven members so that you can do real work and develop or confirm your family values, your family vision and create a family purpose. This is supported by looking at the external macro environment and identifying the opportunities and threats created by Social, Technical, Economic, Political and Planet (STEPP) forces. These five forces drive every aspect of the family and all of its activities into the future.


Additionally, we will build on the family's values, vision and purpose to start to craft the key elements of the strategic plan on Day Two. This plan will begin with a discussion of the current and 10-year genogram (a family relationship map) so that the family can use the future in 10 years as their base for developing their planning, actions and thinking. We will explore family dynamics, entrepreneurial tendencies, and governance, and how to integrate Fair Process into your family system to strengthen relationships and decision-making. Finally, we'll discuss leadershipโ€”the essential force for energizing your family to implement key activities and drive the enterprising family in the 21st century!

Agenda

  • Dec 4, 2025

  • Dec 5, 2025

08:30 - 09:00
Welcome & Introductions
09:00 - 10:30
Session 1. Introducing the Enterprising Family Mindset and Model
Professor Carlock will share the ideas from his latest groundbreaking book on the Enterprising Family a family-centric and entrepreneurial approach to families working together in the 21st c...
Professor Carlock will share the ideas from his latest groundbreaking book on the Enterprising Family a family-centric and entrepreneurial approach to families working together in the 21st century, driven by a commitment to talent development, and a new Parallel Planning Process for strategy and leadership — ultimately striving to "Create Families That Shall Last Forever."

You will explore the dynamic ecosystem and the external forces that impact your family enterprise using the STEPP (Social, Technical, Economic, Physical and Planet) assessment.
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10:30 - 11:00
Break
11:00 - 12:30
Session 2. Preparing for Enterprise Success in the 21st Century
This session will give you the foundation to be a Family that Lasts Forever, by identifying your family and enterprise challenges and then exploiting your family strengths and defending its ...
This session will give you the foundation to be a Family that Lasts Forever, by identifying your family and enterprise challenges and then exploiting your family strengths and defending its weaknesses, using the online Basic360 Profile for Family and Enterprise Planning.
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12:30 - 14:00
Lunch
14:00 - 15:30
Session 3. Constructing your Family Genogram โ€“ Now and in 10 Years
In this session, you will draft a three-generation genogram to help visualize family relationships, dynamics, and patterns, and we will discuss and develop insights into strengths, challenge...
In this session, you will draft a three-generation genogram to help visualize family relationships, dynamics, and patterns, and we will discuss and develop insights into strengths, challenges, and potential conflicts. By mapping these connections, you can better understand roles, leadership potential, and emotional influences, which are critical for preparing your family enterprise planning for the future.
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15:30 - 16:00
Break
16:00 - 18:00
Session 4. Identifying Shared Family Values and Vision
When family values and vision drive planning and decision-making the family is more focused and experiences less conflict both psychologically and strategically because they are acting based...
When family values and vision drive planning and decision-making the family is more focused and experiences less conflict both psychologically and strategically because they are acting based on what is important to the family. We will work in family groups on identifying your Family Values using the Family and Business Values Cards, and use your family values to craft a family vision.
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19:00 - 20:30
Family Study Night. Families should plan to have a working dinner together.
Homework: Craft Your Familyโ€™s Purpose: Why Does Our Family Exist?Prepare 4 slides withSlide 1: Our Familyโ€™s SWOT and STEPP ForcesSlide 2: Our Genogram Now and in 10 YearsSlide 3: Our Shared ...
Homework: Craft Your Family’s Purpose: Why Does Our Family Exist?
Prepare 4 slides with
Slide 1: Our Family’s SWOT and STEPP Forces
Slide 2: Our Genogram Now and in 10 Years
Slide 3: Our Shared Family Values and Vision
Slide 4: Our Family’s Purpose
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Speakers

  • Prof. Randel S. Carlock (Berghmans Lhoist Chaired Emeritus Professor in Entrepreneurial Leadership, INSEAD Founding Director, Wendel International Centre for Family Enterprise, INSEAD of Global Family Enterprise Advisors)

    Prof. Randel S. Carlock

    Berghmans Lhoist Chaired Emeritus Professor in Entrepreneurial Leadership, INSEAD Founding Director, Wendel International Centre for Family Enterprise, INSEAD of Global Family Enterprise Advisors

    http://www.randelcarlock.com/

    Dr. Randel S. Carlock is the first Berghmans Lhoist Chaired Emeritus Professor in Entrepreneurial
    Leadership and was the founding Director of the Wendel International Centre for Family Enterprise at INSEAD. He has an Executive MBA degree and his PhD explored fast growing entrepreneurial organizations. His training in family therapy started with a post graduate certification in family and marriage therapy at the Institute of Psychiatry, King’s College of Medicine, University of London (1998) and a certificate in psychodynamic counselling at Birkbeck College, University of London (1999). He was awarded a Certificate in Family Business Advising with Fellow Status (2001) by the Family Firm Institute, Boston, MA (USA). He completed The Art and Practice of Leadership Development at the Harvard University Kennedy School of Government in 2011 and in 2015 Strategic Family Therapy Training at the Mental Research Institute in Palo Alto.

    Carlock is internationally recognized for his research, teaching and advising on family business, leadership, strategy, and governance. Carlock is the author or co-author of seven books, his INSEAD case studies have sold over 25,000 copies and he has written chapters in two edited coaching books. His latest book, A Family Business on the Moon, was published in the Fall of 2018. Carlock has over 25 years of management and leadership experience serving as a CEO and Chairman of four companies he founded including a NASDAQ listed firm and as a director of two NASDAQ firms. He advises global business families and corporations on strategy, leadership development, family relationships and governance specializing in Asia, the Americas, Europe, and the Middle East. His corporate experience includes ABN AMRO, Apple, Baltic Brewing, Cargill, Carlson Companies, Chalhoub Group, Financial Times, GAP, HSBC, IBM, JP Morgan, Julius Bär, KPMG, Nippon Gakki (Yamaha), Petronas, Pictet, PWC, 3M, Target, UBS and the Wates Group.

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  • Keng-Fun Loh (Managing Partner at Family and Business Learning)

    Keng-Fun Loh

    Managing Partner at Family and Business Learning

    Keng-Fun advises business families and companies in around the world on communication and planning. She holds the Family Firm Institute (FFI) Advanced Certificate in Family Business Advising, and is former Chair of the FFI Asian Circle study group.

    She is Lecturer of Family Business at INSEAD, Co-Academic Director of the YPO INSEAD Global Family Enterprise Program and the program director for the Financial Times' first Family Business Forum at INSEAD Asia Campus. She is co-author of A Family Business on the Moon: 24 activities to plan your family and business future (2018) with Prof. Randel S. Carlock and has written about family business for publications that include the Singapore’s Business Times, the South China Morning Post in Hong Kong.

    Keng-Fun has over 25 years working with wealthy and business families in Asia, Europe, and the U.S.. With 20 years at Citi, she is a veteran in communicating complex concepts to a broad spectrum of high net worth clients through her senior roles as market head, head of customer experience, and marketing director. She was head of marketing for Asia Pacific at Credit Suisse for four years before joining Standard Chartered as Senior Advisor for its new wealth management transformation strategy.

    In 2018, Keng-Fun founded Family and Business Learning, creating the platform for the world’s first 360° online assessment tools for business families to address their unique challenges, accelerate their learning, and function more effectively.

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Tickets

Free Admittance
Member Price Complimentary