Thoughts
Podcast with Peter Moustakerski: The Flourishing of an Enterprise Family Ecosystem
A podcast with FOX CEO Peter Moustakerski about promoting the flourishing of a family enterprise ecosystem.
Using Immersive Games To Get Creative With (Family) Meetings
How many truly creative things have you done in your meetings–experiential, outside-the-box, imaginative, unusual, unexpected?
Podcast with Scott Saslow: From Obligation to Opportunity
A podcast on building a successful family office with Scott Saslow of OneWorld Investments.
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.
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.”
Podcast with Kirby Rosplock: Leading the Family Office with Human Capital
A podcast on Human Capital with Kirby Rosplock of Tamarind Learning
“Not knowing is the most intimate.”
After 25 years of teaching listening and curiosity, my reflections on intimacy as the most powerful guide.
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.
