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Family Business, Featured, News, Team Highlight

“Balancing Fairness and Family”—Kyler Gilbert on Compensation Policy for Family Enterprises

Kyler Gilbert, Executive Vice President of BCR was published in the latest edition of USB Family Office Quarterly. “Balancing Fairness and Family” explores how to build an effective compensation policy for family enterprises. “While compensation is usually straightforward in non-family companies, emotions and legacy come into play in family enterprises, ” writes Kyler. Key Insights from the Article BCR supports family businesses through the difficult challenge of separating relationships from responsibility. Compensation decisions often carry emotional weight tied to history, expectations, and perceived fairness, making them far more complex than in non-family organizations. When pay isn’t clearly structured or communicated, it can quietly erode trust between family members and across the business. By addressing compensation with clarity and intention, families can reduce conflict and protect both their relationships and their company’s future. Here’s where you’ll find the latest edition of UBS Family Office Quarterly Read the full article below. Connect with Kyler on LinkedIn.

Blog, Family Business, Featured, News, Team Highlight

CNBC Interviews BCR’s Executive VP Kyler Gilbert for Inside Wealth Newsletter

  CNBC’s Inside Wealth article, “When the ultra rich hire family for their private investment firms, what to pay them can be tricky,” featured BCR’s Executive VP, Kyler Gilbert, as an expert in family enterprises. Touching on family business topics like generational expectations, compensation policies, and age-based compensation as opposed to the “going rate” for job roles and responsibilities, Kyler shares his perspective from being part of a family-owned business and working with BCR’s clients who are facing the same challenges. Read the article at CNBC’s Inside Wealth here. Connect with Kyler on LinkedIn.

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An Emotionally Intelligent Path to Family Business Success with Kyler Gilbert

Kyler Gilbert had the incredible opportunity to team up with friend and colleague, Isaiah Pickens, PhD (he/him), to co-host a webinar on “An Emotionally Intelligent Path to Family Business Success.” In their conversation, they explore the critical role that emotional intelligence plays in navigating the unique challenges of family businesses and draw invaluable insights for anyone looking to build a sustainable, thriving business rooted in strong family values.

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Women in Entrepreneurship and Family Business: A New Chapter in Family Business Research

We’re honored to share that Business Consulting Resources President, Jean Santos CMC®,  and Senior Consultant, Celine Casamina, have contributed a chapter to the newly released academic volume, Women in Entrepreneurship and Family Business: Methodical Insights to Advance Research, edited by Helle Neergaard, University of Aarhus, Denmark and Naomi Birdthistle, Griffith University, Australia. Our chapter, Walk Before You Run: A Cautionary Experimental Vignette Methodology Tale for Family Business Researchers, is the result of a dynamic collaboration with Dr. Monika Hudson, Professor and Director of the Gellert Family Business Center at the University of San Francisco. Together, we set out to explore the use of experimental vignette methodology (EVM) in family business research—an ambitious and less commonly used approach in this field. What unfolded was not only a deep dive into a complex research method, but a revealing journey into our own roles as researchers and advisors. As Jean Santos reflects: “What a journey this research has been. In writing this chapter, we set out to explore an ambitious research method and learned so much more than we expected about the method and ourselves as researchers and family business advisors. The process was humbling and insightful. The lessons we learned will shape how we approach future research in family enterprises. Like most in family business, we learned once again that sometimes you really do need to walk before you can run.” This publication represents more than just academic inquiry—it reflects our ongoing commitment to thoughtful, reflective, and innovative approaches in supporting family-owned businesses. At BCR, we believe that research and real-world practice go hand in hand, and we’re proud to contribute to advancing the field in a way that is grounded in both rigor and lived experience. Women in Entrepreneurship and Family Businesses Methodological Insights to Advance Research Edited by Helle Neergaard, University of Aarhus, Denmark and Naomi Birdthistle, Griffith University, Australia ‘This important edited volume shines a spotlight on the critical yet often underexplored topic of methodological rigor and transparency in the context of research on women entrepreneurs and women in family businesses. By highlighting both challenges and opportunities in this area of study, the editors and authors offer invaluable insights for entrepreneurship researchers and students. A must-read for anyone committed to fostering inclusivity and innovation in the entrepreneurial ecosystem.’ – Amanda Elam, Babson College, USA This fascinating book illuminates the need for innovative research to better understand women’s roles in entrepreneurship and family firms. Underscoring the importance of using diverse methodologies to accurately capture real-world experiences, it explores the corporate challenges women face, such as gender bias and balancing work with family. Women in Entrepreneurship and Family Businesses advocates for the expansion of research into historical contexts using archival and documentary evidence, uncovering the stories of women entrepreneurs of the past. Encouraging engaged scholarship and collaboration with practitioners, editors Helle Neergaard and Naomi Birdthistle emphasize the significance of studying cultural backgrounds that may be unfamiliar to researchers. By pushing the boundaries of traditional research methods, they aim to advance knowledge and support the development of women in entrepreneurial fields. Scholars and students interested in gender studies, qualitative research methods, and family business will benefit from this book. It is additionally useful for researchers seeking to identify methodological research gaps in the field. 2025 326pp Hardback 978 1 80037 641 0 £125.00 / $175.00 eBook • Elgaronline Interested in learning more about our research or how we support family enterprises?We’d love to talk about what we do best and how we do it. Reach out and schedule a time to meet with us!

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Jean Santos Awarded Certified Management Consultant Designation

FOR IMMEDIATE RELEASE Jean Santos Awarded Certified Management Consultant Designation Washington, DC — April 22, 2025 — The Institute of Management Consultants USA (IMC USA, imcusa.org) is pleased to announce that Business and Management Consultant Jean Santos has been awarded the Certified Management Consultant (CMC®) designation. Jean is an expert in leadership development, strategic planning and management consulting for family-owned and founder-led companies. As a Certified Management Consultant®, Jean joins thousands of CMCs worldwide recognized for their professionalism, standards, core competencies and ethical practices. “Receiving the CMC® designation is deeply rewarding—it reflects my years of dedication to advancing my consulting practice and to maintaining a standard of excellence that truly benefits those I serve,” said Jean. “I am honored to join the CMC® community of trusted advisors.” As a founding member of Business Consulting Resources (BCR), a boutique management consulting firm, Jean Santos has guided hundreds of clients through complex organizational challenges, leadership transitions, and succession planning. Her expertise in executive coaching, team building, and conflict resolution makes her a collaborative and effective consultant, focused on shaping strategy, ensuring governance, and promoting sustainable growth. Jean’s leadership extends beyond consulting. She has served on the boards of the Nu’uanu YMCA, the Chamber of Commerce of Hawaii, The Arthritis Foundation, and Easter Seals Hawaii. She has received honors from the U.S. Small Business Administration Mentor Program, Pacific Business News Women Who Mean Business Award, and the Hawaii Chamber of Commerce. Jean holds a B.A. and a Master of Arts in Communication and Organizational Development from the University of Hawaii at Manoa. The Certified Management Consultant (CMC®) mark is awarded by IMC USA to consultants who have achieved a level of performance that includes professional standards in technical competency, ethics, global standards in consulting competencies, professional behavior, client and project management, and personal conduct. Consultants do not have to be a member of IMC USA to apply for the CMC®. To qualify for the CMC® mark, consultants apply to IMC USA with proof of their experience as a management consultant, a minimum four-year college education (or the equivalent), references from clients, and written summaries of consulting engagements. The applicants take written and oral examinations to demonstrate understanding of the management consulting process and ethical aspects of consulting defined in IMC USA’s Competency Framework and the IMC Code of Ethics. Founded in 1968, IMC USA exists to promote “excellence and ethics in management consulting through certification, education, and professional resources.” IMC USA is the recognized certifying body in the U.S. for the Certified Management Consultant® – CMC® designation. The CMC® conforms to the international standards of the International Council of Management Consulting Institutes (CMC-global.org). of which IMC USA is a founding member. For more information about IMC USA membership, certification, Academy courses, and Consult-Con conference for consultants, visit imcusa.org or contact IMC USA’s Marketing Chair, Jennifer Causey CMC, by email or phone at (818) 347-4248.

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