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Element 4 of 10 Business Ownership, Leadership & Strategy Level III · Masterclass

Family Business Strategy: Improving Results and Increasing Value

A disciplined, end-to-end approach to family business strategy — from diagnosis through design to implementation, linking every decision to concrete results in the market.

Good strategy is the inexorable flow from insight to action.

Bill Bain

Founder, Bain & Company

Fully onlineSelf-pacedOn demandEstimated duration 10–14 weeks

Course overview

Good strategy emerges from good process as much as from good content — and it always connects the investment of time and capital to concrete, measurable results in the real world.

This Masterclass takes you through a sequenced, three-phase approach to family business strategy — diagnosis, design and implementation — each unfolding through structured steps. The result is a strategy that balances hard and soft factors, links analysis to action, and gives you the tools to improve results and add lasting value to the family enterprise.

Who will benefit from this course

For owners and leaders driving real business results — and those preparing to.

Family Leaders: Current & Future
NextGen Members
Family Office Professionals & Advisors

The journey you will take

Twelve steps. Three phases. One coherent strategy from insight to result.

By the end of this Masterclass you will have a complete strategic plan for your family business — diagnosis-tested, design-grounded, and built with a real implementation pathway that connects investment to result.

Click any icon to see what you will learn

Module 01

Supporting course materials

Everything you will get from us to succeed in this course.

Course instructor

Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

Full bio →

What you create here

From insight to action — a complete strategy
that improves results and increases value.

By the end of this Masterclass you will have a complete strategic plan for your family business — diagnosed, designed, and ready to implement, with each step tied to a measurable outcome.

Process & structure

An effective, inclusive strategy process — with the right people in the room, long-term objectives for the group and individuals, the logic tested, and the balance between strategic planning and strategic flexibility actively managed.

Content & results

The strategic content that produces real targets, real actions, and real results — covering vision and values, key levers on performance, risk management, implementation discipline, and the leadership and motivation needed to capture full value.

Targeted results, captured like a balanced scorecard across hard and soft factors, define what success looks like — so the strategy delivers not just plans, but performance.

From plan to performance

Build the complete strategic plan that improves results and increases the long-term value of your family business.

CHF 5,000 lifetime access

Get it now →

Enrollment is open year-round. Access to the CourseBook and templates is immediate.