| Avoid the "Killer Es" - Entitlement and Envy |
| Continuous Curiosity. Keep asking questions. Focus on "why" before "how" |
| Putting the family and trustees on the same side of the table. |
| Avoid waste and seek relative value |
| It's just a game |
| Ability to balance the needs of multiple types of stakeholders while serving to benefit al. |
| Balance. Now vs future - among competing constituencies among competing values |
| Do no harm |
| Protect against key risks |
| Risk mgt. – have adventures (yin-yang) |
| Decisions. Intelligent and compassionate. Deploy resources. Do well by doing good. Clear consensus |
| "Ability to make decisions across multiple time horizons. |
| How do we make decisions that benefit the next 5 years... but also support a good trajectory for years 15 and 50 (ongoing)" |
| Do the right (smart) thing. Encourage personal growth. Social justice / do"good. Wise economic decisions. |
| Get the help of the best people |
| Integrity. Do the right thing. Be the right way. |
| Do the smart and compassionate thing. |
| Plan early and communicate often. Implement carefully. |
| Simplify Simplify Simplify |
| Don't hoard for tomorrow what you can spend well today |
| No sacred cows (except keep Commonwealth Name) |
| Allow discretion with boundaries and cushion. |
| Cultivate self awareness and personal growth |
| Speak your truth. Say what you mean and mean what you say. |
| Be present - be where your feet are |
| Spending time in meaningful places |
| Have fun |
| Have fun. Informality - laughter - learning - application. Repeat. |
| Live meaningful lives with love. |
| Love and be loved. Have fun |
| Inspire and enable others |
| Flexibility for changes. In size and scope - externalities and what feels right given internal and external changes. |
| Leave the world with a net positive impact |
| Flexibility/ optionality without control |
| Net benefit is good enough |
| Help everyone live a better life. Everyone = society + constituencies + beneficiaries. (But not too good or too easy) |
| Health and education. Not ovarian lottery winners. |
| Trust and delegate to future generations |
| Build the muscle to make smart - beneficial -mature financial decisions at every generation |
