Hi, I’m Scott.
I’m the President of a single family office and private trust company, an advisor to family members seeking a more authentic presence around wealth, a speaker and writer on family enterprise issues, a facilitator of difficult but generative conversations for business and family leaders, an expert on conflict and negotiation, and a Zen priest.
Recent Thoughts
We Need a “B Trusts” (or Benefit Trusts) Movement to Address ESG & Impact Investing by Family Trustees
“We need to create clear trust provisions, backed by clear state law, that allow grantors to opt in to a regime in which trustees can take social and environmental benefits into account when administering family trusts.”
Creating a 5- to 10-Year, Five Capitals Family Learning Curriculum
What is a family learning curriculum? How should it be structured? And how can it address human capital, learning capital, social capital, legacy capital, and financial capital?
Designing a Healthy Family Prenup System
This post introduces an essay on creating a prenup system that preserves human, not just financial, capital.
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Happenings
Intentional Family Wealth: A Conscious Leadership Intensive
Conversations around family wealth are frequently undermined by ego, secrecy, anxiety, or defensiveness. Complex emotional and motivational issues obscure shared goals and aspirations. It doesn’t have to be that way. You can shift that dynamic.
I occasionally offer 1- or 2-day facilitated workshops on these topics with my friend and colleague Sue Heilbronner. If you are interested in such a session, please get in touch.
Download the informational flyer.