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?
For Advisors & Trustees
Family Ignite Talks
For a family meeting or other family gathering, the Ignite format is a great way to get everyone participating, share war stories and knowledge, connect, and have some fun.
Iatrogenics, Naive Intervention, Coddling, Safetyism, & the Family Office: “First, do no harm”
Are the interventions you’re making, the support and education you’re offering, the forms of assistance to the family that you’re providing, examples of iatrogenics–harm more than help, treatments in which the healer (unintentionally) causes more damage than good?
Ashvin Chhabra on Goal-Based or Aspirational Investing
In my ongoing investigation of dynamic preservation, some exploration of Ashvin Chhabra’s work seems to be in order …
Using Kumu to Create a Dynamic Family Enterprise System Map
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.
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.
Anthony Deden on Preserving Financial Capital
What does dynamic preservation of wealth over time really require? This is a great starting point.
How PTC Boards Can Improve Their Discussion of the Distribution Function
This one-page essay describes two simple tools for improving PTC Board discussions.
Distribution Challenges from the Perspective of a Responsible Adult Beneficiary
This note considers the distribution function from the perspective of a responsible adult beneficiary.