For Family Members

A 5 Capitals Self-Assessment Tool

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.

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Podcast: What Distinguishes a Family-Focused Office?

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.

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