After 25 years of teaching listening and curiosity, my reflections on intimacy as the most powerful guide.
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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.
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.