Most of us know a lot more about how to build financial capital than we know about how to build the four non-financial capitals in our family: Relational, Spiritual, Human, and Social. 

That was me 20 years ago. It wasn’t until another family that was further down the road on this journey came alongside ours that I began to learn how to have the same level of strategic intention and thought about building my family as I did about building our businesses. And now for 20 years, we’ve been blessed to have that family and other multi-generational families as guides along our side. They have challenged us and encouraged us to implement relational processes that cause these other four forms of family capital to flourish. 

That experience has given me this passion to collaborate with other families who want to learn to flourish for many generations and who are willing to share some of what they learn with other families. 

Imagine a new norm where it’s common for families of wealth to share best practices and collaborate around developing and protecting these four forms of non-financial capital that are so foundational to everything else.

I believe that together we can learn to optimize our families’ enterprise capital by integrating our relational, spiritual, human, and social capital in a way that will impact generations.