This post walks through an example of mapping family members, family organizations, trusts, service providers, and key family investment holdings using Kumu. While dynamic family enterprise system maps may not replace the classic genogram, they should become as common.
For Advisors & Trustees
Words Matter: Why “Trusted Company” Instead of Trust Company and “Family-Focused Office” Instead of Family Office
What is the focus of a “trust company”? The trust. What is the focus of a “trusted company”? The quality of the relationship between the trustee and the beneficiary.
What does dynamic preservation of wealth over time really require? This is a great starting point.
This one-page essay describes two simple tools for improving PTC Board discussions.
This note considers the distribution function from the perspective of a responsible adult beneficiary.
The DISC assessment is a useful tool for helping families, trustees, and family office or business professionals understand how and why different people process and behave differently.
This post introduces an essay on creating a prenup system that preserves human, not just financial, capital.
Two Partisan Perceptions tools from the conflict literature can help families in a variety of situations, including understanding “in-law issues”
This post introduces a book chapter I recently contributed on how mediators and other conflict professionals can work with family businesses.