Advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises, Peter’s primary engagements are long-term as a personne de confiance, helping legacy families sustain their family and business relationships for many generations. This work is in five areas: growing the human capital of the family by investing in the personal development of each individual and generation…the goal being happy, joyful, productive, contributive members of society, rather than entitled beneficiaries; building intellectual capital – a robust governance system, clear succession plans and successful decision-making; investing in the organization’s social capital – building traditions of civic contribution, family philanthropy, and maintaining social and political connections; fostering the development of the family’s spiritual capital; and finally, helping family members make choices to ensure wise stewardship of the financial capital of their enterprise.
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