“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?
How does a family with more than 1000 cousins and over 700 family shareholders keep thriving 100 years into their family enterprise?
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?
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 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 a twenty-something family member care about family meetings, family education, and family governance?
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?
In my ongoing investigation of dynamic preservation, some exploration of Ashvin Chhabra’s work seems to be in order …
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.
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.
What does dynamic preservation of wealth over time really require? This is a great starting point.
This one-page essay describes two simple tools for improving PTC Board discussions.
This note considers the distribution function from the perspective of a responsible adult beneficiary.
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