Dr. Ralph Daniel, Family Business Advisor

Active Businesses: Dr. Ralph M. Daniel, the Center's principal, counsels closely-held businesses to achieve effective succession planning, reduce workplace conflict between siblings, cousins, parents and extended family; and to set-up management tools for family enterprises. These include the governance systems and management teams required to manage a growing family enterprise, while establishing communication forums that lead to family harmony and conflict resolution.  

Estate Conflicts: Dr. Daniel also assists families with sizable estates to mediate troublesome conflicts arising over trust and estate planning, or lack of planning. He draws on a rich experience as a psychologist specializing in family dynamics, a business entrepreneur, and a second-generation member of a successful family-owned business.

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Dr. Daniel is licensed to practice psychology in California. He is a former professor of family dynamics and family therapy at Antioch University (Keene, New Hampshire campus) and has presented numerous seminars on succession planning for family business owners, including at the University of California-Santa Barbara, and a state-wide tour of continuing education programs for the California CPA Education Foundation. He is a co-founder of the former California Family Business Institute.