Calibrating Complexity & Learning to Foster Family Flourishing
Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
Calibrating contextual complexity–and the knowledge demands it creates–with realistic expectations about family learning can produce the best chance of flourishing.
“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 podcast on Human Capital with Kirby Rosplock of Tamarind Learning
After 25 years of teaching listening and curiosity, my reflections on intimacy as the most powerful guide.
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.
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.
In a recent FFI Practitioner article, I explain how the “MLF Ratio” helps distinguish truly family-focused from typical single family offices.
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.
These videos are organized in “rounds.” Each round covers various topics, including personal finance, investing, economics, accounting, and legal & stewardship issues.
Round 1 of the Financial Capital Videos series introduces several topics that subsequent rounds will build upon.
Is this the best single graph available to track a family’s stewardship of its financial capital? You decide.
What are the stages of integrating financial capital into one’s life? How do you know if someone has done so successfully?
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