What are the stages of integrating financial capital into one’s life? How do you know if someone has done so successfully?
Articles
“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?
Family Wealth & Climate Change
What does planning for a family’s 100-year future mean in the context of climate change? How can business families talk about the threat of a changing climate?
Creating a 5- to 10-Year, Five Capitals Family Learning Curriculum
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?
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.
Why Should I Care?
Why should a twenty-something family member care about family meetings, family education, and family governance?
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.