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.
Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
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.
Family offices don’t just enact a family’s values and culture, they shape and influence them. This interdependence is critical to understanding family enterprise systems.
In a recent FFI Practitioner article, I explain how the “MLF Ratio” helps distinguish truly family-focused from typical single family offices.
My thoughts, your inbox.
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.