Should non-family board members and executives participate in training?

Yes, highly recommended. Strong family business governance requires alignment across all stakeholders. Non-family leaders bring valuable operational perspectives, and their participation demonstrates commitment to inclusive, professional governance. We'll respect confidentiality around family-only matters.

How do you handle sensitive family information in AI systems?

We'll configure strict access controls and confidentiality settings. AI tools can be set up with tiered permissions—some information available to full board, some to family council only, some to CEO only. We'll train participants on governance of AI systems and data security best practices.

What if we don't have a formal family council or board yet?

We can adapt. For businesses still developing governance structures, we'll focus on foundational AI tools for policy management, performance tracking, and decision documentation that work even with informal governance. These tools often catalyze formalization of governance structures.

Can AI replace our company secretary or governance professionals?

No—AI augments, not replaces. AI handles administrative tasks, documentation, and information retrieval, freeing governance professionals to focus on judgment, relationship management, and strategic advisory. We'll train your governance team to leverage AI for higher-value work.

How do we ensure AI tools don't create more bureaucracy?

Good question. We focus on AI that reduces administrative burden, not adds to it. Tools are configured for ease of use, not compliance theater. We'll demonstrate ROI through time savings and decision quality improvements, and eliminate any tools that add complexity without value.

Training Solutions

COUNCIL

Cohort-basedSubsidy eligible

AI Family Business Operations & Governance

Family business leaders can use AI tools to run more efficient boards and councils, maintain accessible policy repositories, track performance transparently, ensure compliance, and build trust across family and non-family stakeholders.

Focused training on using AI to strengthen operational efficiency and governance in family businesses. Cover board effectiveness, policy management, compliance, family employment decisions, and transparent performance tracking across family and non-family stakeholders.

Duration2 days

InvestmentUSD $9,000 - $20,000

Best forEstablished family businesses with 50+ employees, active family councils or boards, and formal governance structures seeking to modernise decision-making and operational oversight using AI.

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THE CHALLENGE

Sound familiar?

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"Family board meetings are inefficient—we spend hours on administrative tasks instead of strategy."

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"We have policies and procedures documented, but nobody can find them when needed."

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"Decisions about family member employment and compensation create tension and perceived favoritism."

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"It's hard to get objective performance data to evaluate business units or family member contributions."

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"Compliance requirements keep growing—we're scrambling to track licenses, certifications, and regulatory changes."

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"Non-family executives feel left out of decision-making and don't understand family governance processes."

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OUTCOMES

What you'll achieve

Problems you'll solve

Automate board and family council operations with AI meeting tools and knowledge management
Create searchable, accessible policy and procedure repositories with AI-powered compliance tracking
Implement objective performance metrics and dashboards for transparent accountability
Use AI to support fair, data-driven decisions on family employment and compensation
Automate compliance monitoring and regulatory requirement tracking
Improve communication and transparency between family and non-family stakeholders

Value you'll gain

Governance Efficiency: Reduce board/council meeting prep time by 60% through AI automation
Policy Compliance: Increase policy awareness and adherence by 80% with accessible AI knowledge systems
Decision Quality: Improve decision-making through AI-powered data analysis and scenario modeling
Stakeholder Trust: Build confidence among family and non-family leaders through transparent metrics
Risk Management: Reduce compliance violations by 70% through AI monitoring and alerts
Professionalization: Demonstrate governance maturity to investors, lenders, and potential acquirers

OUR PROCESS

How we deliver results

Step 1

Governance Assessment

Review current governance structures, board operations, policy management, and stakeholder dynamics. Identify AI opportunities to improve efficiency and transparency.

Step 2

Tool Configuration

Set up AI tools for board operations, policy management, performance tracking, and compliance monitoring. Customise to your governance framework and stakeholder needs.

Step 3

Training Delivery

2-day programme for family council members, board directors, and senior executives. Balance governance best practices with practical AI tool implementation.

Step 4

Pilot Implementation

Apply AI tools to real governance scenarios—upcoming board meeting, policy update, or performance review cycle. Refine workflows based on actual usage.

Step 5

Adoption Support

30-day support period to embed AI tools into governance routines, train additional stakeholders, and optimize based on feedback.

What you'll receive

Governance maturity assessment and AI opportunity map
Configured AI platforms for board operations and policy management
2-day executive training programme for governance leaders
Performance dashboards and transparent accountability systems
Pilot implementation with real governance scenarios
30 days of adoption support and optimization
Governance technology roadmap and sustainability plan

Best for

Established family businesses with 50+ employees, active family councils or boards, and formal governance structures seeking to modernise decision-making and operational oversight using AI.

IS THIS RIGHT FOR YOU?

Finding the right fit

This is ideal for you if...

Family businesses with 50-500 employees and formal governance structures
Companies with active family councils, boards, or advisory committees
Businesses preparing for institutional investment or professionalization
Families managing complex stakeholder dynamics between family and non-family leaders
Organizations in regulated industries with significant compliance requirements

Consider another option if...

Small family businesses without formal governance structures (start with AI for Family Business Leaders)
Companies in crisis requiring immediate governance intervention (need consulting)
Businesses where family members are not yet aligned on need for professional governance

See yourself in the list above?

Let's Talk

CURRICULUM

What you'll learn

2 days total

Use AI tools to automate board operations—agenda generation, minute-taking, action tracking, and decision documentation. Improve meeting efficiency and follow-through.

What you'll be able to do

Automate board meeting preparation using AI agenda and briefing tools
Use AI note-taking and transcription for accurate meeting minutes
Track board decisions, action items, and accountability with AI project tools
Create searchable board knowledge bases and historical decision records
Generate board reports and analytics using AI automation