A podcast with FOX CEO Peter Moustakerski about promoting the flourishing of a family enterprise ecosystem.
Podcast with Peter Moustakerski: The Flourishing of an Enterprise Family Ecosystem
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For Advisors & Trustees
Using Immersive Games To Get Creative With (Family) Meetings
How many truly creative things have you done in your meetings–experiential, outside-the-box, imaginative, unusual, unexpected?
Podcast with Scott Saslow: From Obligation to Opportunity
A podcast on building a successful family office with Scott Saslow of OneWorld Investments.
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.
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.”
Podcast with Kirby Rosplock: Leading the Family Office with Human Capital
A podcast on Human Capital with Kirby Rosplock of Tamarind Learning
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.
