Governance Training for Family Business Advisors

Going beyond so-called “best practice,” The Engagement Toolkit is a step-by-step learning system that provides Family Business Owners and Advisors with a comprehensive process and the integrated tools they need to work more effectively together on Governance Design, Succession Planning, and Multi-Generational Business Strategy.

The next Engagement Toolkit Training date will be announced soon.

Enrollment — $1250

This was a truly informative and insightful class. I would highly recommend it to anyone who has a family business or office, plans to create a family office, is thinking about succession issues within his or her family, or is advising families.
— Elizabeth Zabludoff | Founder, Zabludoff and Co

We also run in-house training for families, family office groups, and advisory firms. If you would like to discuss a private training session at a location of your choosing, email

What You Can Expect From The Engagement Toolkit Training

During this interactive, one-day training program, award-winning consultant Amelia Renkert-Thomas will teach you the six key areas of Engaged Ownership, and how to use this information to benefit your family or your family business clients. Key topics include:

·   Enumerating Core Capital

·   Articulating Shared Purpose, Vision, & Mission

·   Building Forums: Board of Directors, Owners Council, Family Assembly, and Beneficiary Council

·   Creating Effective Meetings

·   Allocating Decision-Making Power

·   Developing Effective Policies

The Engagement Toolkit covers these key topics through professionally-produced videos and written materials, workshops, breakout groups, and interactive sessions. By the end of the day, you will have the tools and skills you need to enhance communication and decision-making practices among family, owners, management, and the board. You will have the knowledge to develop effective governance, build forums, and establish strategies for the future.

As a Bonus You Will Also Benefit From All This....

Engaged Ownership: A Guide for Owners of Family Businesses

Get insights into the challenges and decisions family business owners face. Engaged Ownership, written by Amelia Renkert-Thomas and published by Wiley, introduces the engagement process by which family business owners can come together to define their Shared Purpose and Vision, and work with board, management, and family to achieve long-term success.  

Engaged Ownership follows the story of the Owen family as they take over the business after the unexpected death of their father, and offers 224 pages of new paradigms, practical tools, and creative solutions for family business owners and their advisors.


*A value of $30.00

The Engagement Toolkit Omnibus

Receive a copy of our Engagement Toolkit Omnibus, which includes all the client educational materials, questionnaires, discussion questions, infographics, and more—put together to enable you to conduct your own sessions with your family or clients.


*A value of $100.00
(available only to graduates of The Engagement Toolkit)

The Engagement Toolkit Map Book

Receive a copy of our Engagement Toolkit Map Book, which provides an infographic-based overview of the key themes of each of the six modules you cover during your training. This is an excellent resource to refer to back to as you help other family members or your clients to understand each stage of the process.


*A value of $10.00

Access to our Toolkit Graduates’ LinkedIn group and resources

Share information and experiences with fellow Toolkit graduates in our LinkedIn group. Amelia Renkert-Thomas and the Engaged Ownership Team are also on hand to answer any questions you have, following your training. We keep you up-to-speed on the latest developments in family business consulting, as well as forthcoming course updates and events.


And More…

You also receive access to our training videos and have the opportunity to buy additional copies of the Omnibus, Map Book, and related materials, to use in your work with your fellow owners or your family business clients.

We're here to help you become more Engaged

Training groups are limited to 15 attendees, both for open sessions and private, in-house training.

I created The Engagement Toolkit to provide a robust framework, practical tools and supporting materials for family business advisors, who are committed to adding value to their family business clients.
— Amelia Renkert Thomas

Benefits of The Engagement Toolkit Certification

  • Become well-equipped to have conversations with your clients on the topics that matter to them most.

  • Understand your family client's unique capital advantages, and how these can be leveraged to create opportunities.

  • Add additional services to your portfolio and attract new clients.

  • Position yourself as a trusted advisor and stand out from your competitors.

  • Receive all of the knowledge, resources and support you need to work with your clients in governance design, succession planning, and multi-generational strategy.