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.”
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.
Whose Values & Culture? The Interdependence of a Family and Its Family Office
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.
FFI Article: The Family-Focused Office
In a recent FFI Practitioner article, I explain how the “MLF Ratio” helps distinguish truly family-focused from typical single family offices.
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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.
