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
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.
How would you know whether someone has (fully? sufficiently?) integrated financial wealth in a healthy way?
What are the stages of integrating financial capital into one’s life? How do you know if someone has done so successfully?
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?
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Happenings
Intentional Family Wealth: A Conscious Leadership Intensive
Facilitated by Scott Peppet and Sue Heilbronner
Thursday, June 10 (9am-5pm MT) and
Friday, June 11 (9am-4pm MT)
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.
Space in the program will be limited. Contact Sue today to apply.
Download the informational flyer.
