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.
A 5 Capitals Self-Assessment Tool
read more
Resources
Financial Capital Videos
These videos are organized in “rounds.” Each round covers various topics, including personal finance, investing, economics, accounting, and legal & stewardship issues.
Financial Capital Videos Round 1
Round 1 of the Financial Capital Videos series introduces several topics that subsequent rounds will build upon.
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.
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.
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.
How PTC Boards Can Improve Their Discussion of the Distribution Function
This one-page essay describes two simple tools for improving PTC Board discussions.
Distribution Challenges from the Perspective of a Responsible Adult Beneficiary
This note considers the distribution function from the perspective of a responsible adult beneficiary.
Using the DISC Assessment with Families
The DISC assessment is a useful tool for helping families, trustees, and family office or business professionals understand how and why different people process and behave differently.
