Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
For Family Members
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.”
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?
“So as to do better together than each of us separately…”
How does a family with more than 1000 cousins and over 700 family shareholders keep thriving 100 years into their family enterprise?