“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.”
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.
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?
This post introduces an essay on creating a prenup system that preserves human, not just financial, capital.