Family Wealth Constitution
Purpose, vision, and mission for the family's wealth which feeds and nourishes the family legacy.
FW = FC + HC + SC
How much are you investing in HC, SC v. FC?
Confidence and competence in Self
INDIVIDUAL
(Human Capital)
Confidence with Relationships & competence in relationships
RELATIONSHIPS
(Social Capital)
Confidence in the structure of the family wealth
WEALTH
(Financial Capital)
FWC
Source: Adapted from Taguiri & Davis (1982)
Lombardo / Valeri 2016; © Francesco Lombardo, Veritage Family Office