1. The Five Capitals For Success
Joanne Stern, PhD

2. Points to Remember
Family success flows from the health and well-being of human, intellectual, social and spiritual capital.

3. Points to Remember
Success flows from the health and well-being of human, intellectual, social and spiritual capital.
Having family dinners at least 5 times a week results in kids who use less tobacco, marijuana and alcohol, have higher grade point averages, less depression and fewer suicide attempts.

4. Points to Remember
Success flows from the health and well-being of human, intellectual, social and spiritual capital
Having family dinners at least 5 times a week results in kids who use less tobacco, marijuana and alcohol, have higher grade point averages, less depression and fewer suicide attempts.
Families become increasingly more influenced by non-blood family members who may not have the same values as you do.

5. Questions for your Family
Are you aware of the influence of outsiders—
non-blood line family members—on your family?
2. What are you doing to teach and establish the values
you want your family to have?

6. Points to Remember
Success flows from the health and well-being of human, intellectual, social and spiritual capital
Having family dinners at least 5 times a week results in kids who use less tobacco, marijuana and alcohol, have higher grade point averages, less depression and fewer suicide attempts.
Families become increasingly more influenced by non-blood family members who may not have the same values as you do.
Affluent kids are more susceptible to severe anxiety, deep
depression that can lead to suicide, and addiction than kids
who grow up in inner city ghettos.

7. Questions for your Family
Are your kids—especially your sons—struggling with growing up in the shadow of a successful father?
2. How are you nurturing your kids—even your adult
children?
3. Are you aware of mental, emotional or learning
challenges of anyone in your family? Addiction?
4. How are you intentionally developing healthy values
and a strong moral compass in your family?

8. Points to Remember
The way you were parented determines how you will parent. It takes great awareness and determination to change that pattern.

9. Points to Remember
The way you were parented determines how you will parent. It takes great awareness and determination to change that pattern.
It’s not what happens to you that causes the problems, but how it is handled in the family. Healing begins as soon as you talk about the issues.

10. Points to Remember
The way you were parented determines how you will parent. It takes great awareness and determination to change that pattern.
It’s not what happens to you that causes the problems, but how it is handled in the family. Healing begins as soon as you talk about the issues.
Suspicion comes from not knowing what’s going on. Transparency leads to trust and understanding.

11. Points to Remember
The way you were parented determines how you will parent. It takes great awareness and determination to change that pattern.
It’s not what happens to you that causes the problems, but how it is handled in the family. Healing begins as soon as you talk about the issues.
Suspicion comes from not knowing what’s going on. Transparency leads to trust and understanding.
In creating your family council, the process is as important as the product because you are developing interaction and trust among family members.

12. Questions for your Family
1. How transparent is your family? Do you have secrets
or is information shared openly?
2. Do your kids have the skills to have difficult conversations
and to confront when necessary?
3. Have you created a sense of team? Do family members
have each other’s backs?
4. Have you set up your family council for self-governance
and a forum to talk about important family issues?

13. SWOT Analysis stephen Strengths Weaknesses
G3s – desire to make things better
genuinely like each other
emotional intelligence
intelligent and motivated (work ethic)
Financial means for family gatherings
In-house book and video - legacy
Distrust, denial and secrecy
Mis- and non-communication
Inability to confront
G2s – emotional baggage
lack of desire for positive outcomes
History of control and manipulation
Opportunities
Threats
Learn to grow psychologically
Financial & business education
Greater conflict resolution
Financial gain thru family business
Resources for individuals & business
Community service & philanthropy
Stephen: legal & PR problems
turn family members against each
other – they are afraid of him
G3s give up from lack of G2 support
Trustees turn against them if family
disagrees with them

14. Questions for your Family
Have you done a SWOT analysis with your family?
2. How have you followed up on the results?

15. The Wheel of Capitals
Financial
Intellectual
Social
Human
Spiritual

16. Questions for your Family
1. How balanced is your family in the 5 capitals?
2. What can you do to improve the balance?
3. What are the barriers for improving?