Shifting from Obligation to Opportunity

Helping family members integrate and deploy their resources for their own and the world’s benefit.

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Building a Family-Focused Office

Changing what it means to serve enterprising families.

What I Mean

Bringing Transparency to Family Wealth

Convening conversations about stuff that matters.

Why be Revealed?

Going Beyond Stewards versus Inheritors

Encouraging emerging family leader-owner-elders.

What's the Difference?

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.

Let's Get Acquainted

Recent Thoughts

A 5 Capitals Self-Assessment Tool

A 5 Capitals Self-Assessment Tool

I offer a PDF or Excel self-assessment tool to help individual family members determine how they are doing with human, social, learning, legacy, and financial capital.

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Read All Thoughts

My thoughts, your inbox.

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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.