Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
Calibrating Complexity & Learning to Foster Family Flourishing
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For Advisors & Trustees
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.
Podcast: What Distinguishes a Family-Focused Office?
In a recent podcast interview, I dive into the practicalities of what makes a family-focused office different from many family offices? Ruth Steverlynck and I explore human capital development, opportunity versus obligation, and the role of fear in family enterprise.
The Most Important Financial Stewardship Graph
Is this the best single graph available to track a family’s stewardship of its financial capital? You decide.
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?
