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.
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.
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.
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.
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.
This post introduces an essay on creating a prenup system that preserves human, not just financial, capital.