The Thirty Advisors Librarythethirtyadvisors.com →

Once the hardest conversations are behind us, what keeps the process always improving?

From: Ch 16: Thriving

A few specific structural commitments. Kris Kluver, in The Dysfunctional Family Office, watches the Mitchell family build these in. Monthly family meetings with a clear agenda. Annual retreats. A Family Charter the family revisits and updates together. A Balance Wheel exercise everyone runs every year, alone and with their spouse. Peer Circles for the leaders. The structures matter because the relational gains from the first retreat are perishable. Without discipline, the family slides back to old patterns within a year. The right discipline isn't heavy. A monthly meeting, an annual retreat, and one shared assessment exercise are usually enough to keep the work compounding. Most families do the breakthrough work and then forget to maintain the structures. The structures are what convert the breakthrough into a multi-decade pattern.

Also asked

  • discipline to keep family process improving
  • after the breakthrough what keeps the family from sliding back
  • we did the retreat, now what keeps us from going back to the old way