Resources

Managing family wealth becomes increasingly complex as capital grows across generations. To preserve both the assets and the relationships that sustain them, families benefit from strong governance and clear decision-making structures. Two essential tools in this work are a well-designed Stewardship Council , the governance body responsible for overseeing family-owned assets, and a disciplined Investment Policy Statement (IPS)  that guides the management of investment capital

In a family enterprise, even when mothers are not directly involved in the operation of the business, their leadership is powerful. Much...

Read the article Getting Started with Family Governance here.

Full disclosure, I have never seen Field of Dreams, but I know the signature line “build it and they will come”. I’ve been thinking about...

When I was a kid, my siblings and I would play Monopoly for hours barely knowing the rules. We had some vague understanding of the game,...

14 years ago when I was faced with a critical decision on making a major career change, I was looking for a tool to help me get clarity...