Dr. Fowler started doing mediation with families in business in 1983 when in a client family
he was working with, the parents had recently died, the excellent estate plan was then active, and the
siblings or cousins were in conflict and did not support the estate plan design. Because of this, Dean
shifted his work to make sure that the successor generation had a critical role in the design of the estate
plan to support their own vision for the future. Join us to hear some of the lessons learned and get a
glimpse into The Family Navigator, a family business assessment tool used to support successful,
intergenerational transitions.
About Our Speaker: Dean R. Fowler, Ph.D., is recognized as one of the world’s leading family business
advisors. For forty years he has served hundreds of families-in-businesses and facilitated Forums for
Family Business™ – peer advisory boards. The Family Firm Institute honored him with the prestigious
Award for Interdisciplinary Achievement. He is the author of several books including "Love, Power, and
Money", "Proactive Family Business Successors", and "Family Business Success Factors", and his essays
appear in both editions of "The Wisdom of Wealth." Through his international research, he developed
an assessment process - The Family Navigator - completed by the entire family and its advisors to
measure twelve competencies for successful intergenerational transitions.
