Balancing Family Complexity, Learning, and Capital to Foster Flourishing

Scott Peppet, the President of a single family office and private trust company, will explore the importance of aligning a family’s learning capacity with the complexity of its environment to ensure long-term flourishing for the family and family enterprise. Scott emphasizes that rather than always striving to increase knowledge to match complex demands, families should consider reducing the complexity of their context when it exceeds their ability to manage it effectively. This approach can alleviate stress and dependency on external advisors, fostering a more sustainable and harmonious family dynamic. We will discuss tactics for how families can calibrate or adapt the level of complexity within their governance processes to what is realistically manageable, and strategies for how to maintain this balance as the family’s needs change.

Scott Peppet, President
Nate Hamilton, CFA, Vice Chair of FOX