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TDI provides transition management products and services to multi-generational business and financial families, universities, foundations, volunteer organizations and professional and trade associations.
We offer private consultation in the areas of planning, communication and relationship management, including design and evaluation of succession and continuity plans, learning programs, and governance systems for family councils, management teams, boards of directors, advisory boards and other stakeholders.
Our products include the Birkman Profiles®, Fire Drill Books, 360° performance and conflict management assessment instruments. We also conduct a Family Skills Assessment© that analyzes the three forms of family capital: Social Capital, Human Capital, and Financial Capital.
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Map Change Creatively
Steer Change Constructively
Drive Change In Good Conscience
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Family Firm Institute - Annual Conference
Bonnie B. Hartley - London Conference Co-Chair
October 29, 2008 |
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“Transitions in Family Foundations: Integrating Leadership Succession into Foundation Governance,” Bonnie B. Hartley, Michael T. Hartley, Fred Caspersen, Esq.
Attorneys for Family Held Enterprise Annual Conference - San Antonio, TX
April 12, 2008 |
Three Ways to Avoid Losing the Family Fortune.
Wall Street Live in Sarasota - Michael T. and Bonnie B. Hartley
November 30, 2007 |
Family Fire Drills
Wisconsin Family Business Forum, Oshkosh, WI - Bonnie Hartley
September 11, 2007 |
Family Business Magazine E-News July 2007
View an excerpt in our Publications Page
July 31, 2007 |
Family Wealth Transfer: Generations, Life Cycles and the Law
Attorneys for Family-Held Enterprise, The Biltmore Estate, Asheville, NC - Bonnie Hartley and Gwen Griffith
April 20, 2007 |
Three Ways to Avoid Losing the Family Fortune
The World Money Show in Orlando, FL - Bonnie Hartley and Mike Hartley
February 9, 2007 |
The Family Board of Directors®
Family Firm Institute - San Francisco, CA
October 28, 2006 |
Is Your Practice Elder Friendly?
Family Firm Institute - San Francisco, CA
October 10, 2006 |
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