Family Wealth Succession Mini Course

Over $74 trillion USD is transferring from older to younger family members right now. Too many of those transfers will fail.

 

Not because families lack resources. Not because they lack talent. But because they lack the lessons that set them up for legacy continuity. This course solves that problem.

 

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What You'll Learn in This 3-Module Course

Lesson 1: Why Family Succession Fails - And How to Avoid It

  • The Five Systems Model that determines your succession success or failure
  • Why most succession plans collapse (and the warning signs to watch for)
  • The Clarity Assessment: Know exactly where you stand today
  • Why waiting for "the right time" is the most expensive mistake you can make

Lesson 2: Communication  Strategies - Conflict to Clarity

  • The Complete Communication Wheel: How to have difficult conversations
  • The fatal communication mistakes that destroy family businesses (and how to avoid them)
  • How to keep conflict productive instead of destructive
  • The "What If?" exercise that prevents 80% of family crises

Lesson 3: Your Next Steps - A Succession Roadmap

  • Role clarity. The critical difference between active owners, passive owners, and next gen leaders
  • The Decision Matrix that eliminates 90% of governance confusion
  • How to build an advisory team that actually coordinates (instead of giving you competing advice)
  • The 3 essential documents every family business must have

Who is this course for? 

If You're an Elder/ Owner/ Older Generation Leader:
You've built something meaningful. You want to protect your assets. But you're not sure who's ready, how to structure it, or how to have these conversations without creating conflict.


If You're a Next Gen Leader:
You're tired of waiting. You're well educated and experienced. But you're still expected to seek approval. You need clarity about your role, your future, and how to navigate family dynamics.


If You're a Family Wealth Advisor:
Your clients need help with the "people side" of wealth transfer. This short course gives you (and them) proven frameworks for family dynamics, communication, and succession planning.

Why only $3?

Because this isn't about the money. It's about your commitment.


When you invest even $3, you're more likely to actually complete the course and implement what you learn. That's what we want—families who take action, not just collect information.


Plus, this gives you a risk-free way to experience my proven frameworks before investing in deeper solutions like 360 assessments, peer groups, or individual and team consulting.

 

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What is included?

This is a limited-time offer to get this course into the hands of family leaders who need it now.


Here's what you get:

  • All 3 comprehensive lessons (text-based, work at your own pace)
  • Downloadable worksheets and exercises
  • The Clarity Assessment
  • The Decision Matrix template
  • The "What If?" scenario planning guide
  • Lifetime access to all course materials

    Course materials delivered instantly. Access on any device. Complete at your own pace.

100% Satisfaction Guarantee: If you don't find at least one insight that transforms how you approach succession, email us for a full refund. No questions asked.

We're confident this mini course will help you.

The Real Cost Is NOT $3

The real cost is what happens if you do nothing.

Every day you wait to address succession is a day you fall behind. Your competitors aren't waiting. Market conditions aren't waiting. And frankly, life doesn't wait for you to feel ready.

The families who succeed are the ones who start today.

Not when things slow down.

Not when everyone feels comfortable.

Not when the perfect plan emerges.

Today.

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About Doug Gray, Ph.D.

I am a family business consultant, behavioral psychologist, and Professional Certified Coach who has worked with hundreds of family business leaders over 30+ years.


I specialize in the "people side" of wealth transfer—helping families navigate communication breakdowns, resolve conflicts, and develop next generation leaders.


I have created the Assess NextGen 360 process, founded Next Gen Peer Groups, created the AD-FIT™ process, and written The Success Playbook for Next Gen Family Business Leaders (2024) and Legacy Locked (2025).


I only work with family business leaders… because they have emotional complexity and drive over 65% of GDP in every corner of the world.