Today, it is my pleasure to welcome back to FOXcast Jeff Strese, a valued member of the FOX team. Jeff is a human capital expert and executive coach focused on family-owned business leaders and senior wealth advisors. He works with FOX as consultant to develop transformational leadership programs and support our councils with thought leadership on human capital, generational transitions, and family dynamics. Jeff also teaches in the Executive Education program at SMU’s COX School of Business based in Dallas, TX.

One constant in our space is the fact that families – and their enterprises and family offices – are often in a state of transition and change. And change is not easy for anyone. Jeff talks about the most common and challenging types of change that families and family offices undergo.

There are many theoretical and practical models for helping people and organizations go through change smoothly. Jeff has found that Janssen’s “Four Room Model” is particularly effective with families undergoing change. He describes this model, how it is constructed, and how families can apply it to manage the process and risks of change.

We delve into the practical tips Jeff has for family leaders on how they can apply the Four Room Model to champion and lead smooth and successful change within their family and the extended enterprise. We then also turn to those who are on the receiving end of change and transformation – both family members and others within the family enterprise or family office. Jeff offers his suggestions to them on how best to engage with the process to ensure the best outcomes and experience.

Do not miss this illuminating conversation with one of the leading human capital experts and practitioners in the family wealth and family office space.