Published as we have something worth saying — not on a content calendar. Essays, field notes, research and monographs.
The Stewarding Legacy & Wealth Series
A CoreLoop monograph series.
A seven-volume CoreLoop monograph series for founders, executives, investors and entrepreneurial families seeking to preserve, govern and compound wealth across generations.
Exceptional entrepreneurs build extraordinary businesses; far fewer intentionally build the institution that owns them. This monograph sets out how a family office becomes the coordinating institution through which ownership, capital, governance and legacy decisions are made in light of one another — rather than in isolation by advisors each working from an incomplete picture.
Exceptional entrepreneurs build extraordinary businesses; far fewer intentionally build the institution that owns them. This monograph sets out how a family office becomes the coordinating institution through which ownership, capital, governance and legacy decisions are made in light of one another — rather than in isolation by advisors each working from an incomplete picture.
Governance requires something to govern. This monograph treats the holding company not as a tax or liability device but as an ownership institution — a deliberate platform through which businesses, investments, property and future acquisitions are owned, capital moves, risk is separated and ownership transitions over time.
Investing asks whether a given opportunity is good. Capital allocation asks whether it is the best available use of a finite resource, relative to every other claim on it. This monograph builds the consistent system a family needs for deciding where capital goes, and why.
A functioning governance system is a stack of distinct bodies — family council, board of directors, investment committee and management team — each with a different mandate, composition and kind of authority. This monograph presents the bodies, decision rights and meeting cadence through which a family's strategy is applied consistently, decision after decision.
An acquisition platform is the repeatable capability through which a family enterprise sources, evaluates, finances, closes and integrates acquisitions as a discipline rather than a sequence of one-off events. This monograph presents the Acquisition Pipeline™, the Buy-Box Framework™, the First 100 Days Framework™ and the Acquisition Platform Maturity Model™.
A decision journal records reasoning, assumptions, alternatives and expected outcomes before the result is known, allowing a family to separate sound judgement from luck and learn honestly from every decision. This monograph presents the Decision Loop™, Investment Memo Template™, Pre-Mortem Framework™ and Decision Journal Maturity Model™.
A family constitution is the foundational document that articulates a family's purpose, values and the principles that govern employment, succession, philanthropy and conflict resolution — written specifically enough to guide a real decision. This final monograph presents the Constitution Pillars™, the Values Articulation Framework™, the Conflict Resolution Ladder™ and the Family Constitution Maturity Model™.