Notes from the Field: 20 years of coaching family business is a collection of articles written for newspapers, newsletters and presentations during Robert’s time in the world of family business. Whether you own, are heir to, or work for a family-owned or closely-held business, these articles offer insight into and potential remedies for the inevitable conflicts that occur when family wealth and family emotion coexist.
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Robert Caldwell founded Family Firm Resources, LLC more than 20 years ago. Since 2001 he has been the Babcock Family Business Fellow in the Wake Forest University Schools of Business. For 15 years Robert and his father Bob worked together in the family textile business started at the end of World War II. From that experience Robert began to understand the difficulties and rewards of working with family. As the textile industry moved from the U.S., Robert focused his work-life on aiding other business families as they dealt with the complexity, conflict and satisfaction of their business and personal relationships.
Robert has spoken and written on the unique interactions of family systems and business dynamics for many years. He is a graduate of Wake Forest University with dual majors in business and political science. His M.A. degree from Vermont College of Norwich University is in the field of Organizational Development/Psychology. He is a certified mediator and qualified in a number of psychological assessments, a former regional director of First Union National Bank, a director of the First Gaston Foundation, and holder of the highest district and council awards of the Boy Scouts of America. He is an avid musician, father of 2 children and 5 grandchildren. His new book is entitled, Notes from the Field: 20 years of coaching family business.
Love • Trust • Respect • Loyalty • Profitability
Family Firm Resources provides guidance and perspective to owners of closely-held companies as they deal with issues of succession, leadership development, conflict management, organizational culture, and corporate governance. Our work is always focused on improving both the effectiveness and the profitability of your company.
Clients Have Included:Family and non-family business partners as well as multi-generational family businesses ranging in size from less than $1 million to more than $100 million in annual revenue. We have also coached not-for-profit executive directors and their direct reports in building more harmonious and effective leadership teams. In short, when people work together there are bound to be differences and conflicts that need resolution in order to perform at the highest levels possible. This is where we work!
Some of the questions we help you answer include:
Who is best qualified by interest and aptitude to take over the reins of leadership from one generation to the next? What buy-in and procedural process is needed to ensure that the succession achieves its desired outcomes?