Wendy R. Ulaszek, Ph.D.

Partner, Lansberg, Gersick & Associates

Wendy R. Ulaszek, Ph.D. is a Partner at Lansberg, Gersick & Associates LLC. She holds a Ph.D. in Clinical Psychology with a specialization in succession planning, family systems, and family enterprise and philanthropic governance. At LGA, she has a special focus on executive coaching and the development of the rising generation. Wendy has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development. She has designed and delivered workshops on leading effective organizational change, emotional intelligence, ambidextrous leadership, communication, diversity, and team building. She also has extensive experience in the administration and interpretation of numerous psychological and personality inventories relevant to executive leadership development.

Currently, Wendy is the lead investigator for a research project co-funded by the National Center of Family Philanthropy and LGA focusing on how multigenerational families of wealth coordinate their numerous philanthropic activities.  She enjoys teaching family business and coaching family enterprise leaders at the Kellogg School of Business, Northwestern University, Evanston, IL and more locally, at the University of Connecticut, Storrs, CT.

Wendy’s consulting work focuses on the implementation and sustainability of sound family governance structures, policies, etc., which will serve the family, the family enterprise for generations to come. Her work has taken her to families throughout North America, Central and South America, and Europe.


Complexities of the Collective: Balancing Individual and Family Interests

Posted on December 7, 2021 by Andy Klingenstein, Wendy R. Ulaszek, Ph.D., Ashley Blanchard

stones balancing; balance
For many, family philanthropy presents an opportunity to create a shared experience, unifying the family by working together toward a lasting legacy of impact. Family philanthropy can also give participants an opportunity to explore and cultivate their personal philanthropic passions. Yet there is an inherent tension between these two goals, and many families struggle with how to address it—especially as… Read More

Community Foundation Spark Session: Advising Business-owning Families

Posted on April 23, 2021 by Maeve Miccio, Lisa Jolley, Wendy R. Ulaszek, Ph.D.

Business-owning families are an important customer for community foundations. Compared to non-entrepreneurs, business founders give and volunteer more, tend to see philanthropy as a more important to their lives, and tend to ask more sophisticated philanthropic planning questions. How can community foundations better support those founders in developing plans for meaningful, effective philanthropy in both their families and their businesses?… Read More

The NCFP and LGA Collaborative Pilot Research Project on Philanthropy in Complex, Multi-Generational Families: To Integrate or Differentiate?

Posted on October 28, 2019 by Wendy R. Ulaszek, Ph.D., Kelin E. Gersick, Ph.D.

The largest and most complex exemplary philanthropic families now face many challenges beyond foundation operations. Increasing size, geographic dispersal, and psychological distance from the founders all contribute to the difficulty of finding ongoing roles for family members that satisfy both the individual’s needs for self-expression and authenticity and the collective need for buy-in to the collaborative process of the foundation… Read More
Voices from the Field

How Can We Study Integrated Philanthropy in Complex Multi­‐Generational Families?

Posted on July 2, 2019 by Wendy R. Ulaszek, Ph.D., Neus Feliu, Ph.D., Kelin E. Gersick, Ph.D., Don Carlson, J.D.

a family of two parents and two kids smiles at the camera
Much has changed in the world of family philanthropy over the intervening decade. Many third-­ and later-­generation families have evolved multifaceted philanthropic structures with complex governance systems. Their legacy family foundations are often only one part of the machinery through which families express their philanthropic and social responsibility vision… Read More
Voices from the Field

Why Study Integrated Philanthropy in Complex Multi-Generational Families?

Posted on May 6, 2019 by Wendy R. Ulaszek, Ph.D., Neus Feliu, Ph.D., Kelin E. Gersick, Ph.D., Don Carlson, J.D.

Generations - African American Family
In a follow-­up to Generations of Giving, NCFP is now co-­sponsoring a research project with LGA to explore how complex, multigenerational business families are using a variety of vehicles beyond their family foundations to pursue philanthropic goals—including their personal philanthropy, donor-­advised funds, corporate social responsibility programs, and values‐aligned investing strategies… Read More

Family Philanthropy Through Multiple Vehicles

Posted on January 8, 2019 by Wendy R. Ulaszek, Ph.D., Kelin E. Gersick, Ph.D.

boardroom-meeting-sticky notes
How can families with multi-faceted philanthropic efforts – those with multiple foundations or funds, who are also using impact investing and other creative strategies – develop governance systems and structures that accommodate this complexity? What processes are these “complex” families using to allocate available human capital to the various governance structures? What approaches are they using to address dilemmas of… Read More

Philanthropic Planning in Your Family Enterprise

Posted on October 15, 2018 by Devin DeCiantis, Wendy R. Ulaszek, Ph.D.

While every family’s relationship to philanthropy is unique – based on entrepreneurial legacy, family values, cultural context, business performance and stakeholder expectations – the authors of this issue brief suggest that there are common lessons for all families who are contemplating a more strategic approach to engaging in these activities… Read More