A podcast on building a successful family office with Scott Saslow of OneWorld Investments.
Podcast with Scott Saslow: From Obligation to Opportunity
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Calibrating Complexity & Learning to Foster Family Flourishing
Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
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.
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.
