Sustaining Wealth Through a Well Defined Shared Family Capital Strategy

It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. With a well-defined shared family capital strategy and holistic framework, enterprising families will be in a better position to grow and sustain their wealth, promote family unity, and prepare for the road ahead with purpose. 

Further building on the family capital strategy and framework, see the paper on how to get the continuity right in your family enterprise for insights and guidance on strengthening wealth resiliency that generates long-term positive outcomes.