Family strategy and financial planning, succession strategies, business leadership and shareholder development are among dozens of building blocks of your family legacy. To be effective, each makes the most of four sources of capital, not just one: Human, Intellectual, Financial and Social. We make it our mission to create a solid plan that unlocks the power of all of your assets.
Human Capital consists of the individuals who make up the family. Communication among these individuals is a critical component.
Intellectual Capital is comprised of the knowledge gained through the life experience, education and knowledge each family member possesses. Passing intellectual capital on is vital to preserving this capital component.
Social Capital is the measure of a family’s commitment to the community and world around them. The giving and stewardship of philanthropy is a means by which they express their love for fellow humans.
Financial Capital consists of the tools used to support the growth of the family’s human, intellectual and social capital. Common tools are business interests, property, monetary assets and tangible assets.