Category: Finance

Making Jazz

How UHNW Legacy Advisors Communicate and Position Themselves

Language and Framing Leading family legacy advisors use carefully crafted language to resonate with ultra-high-net-worth (UHNW) family members – from patriarchs and matriarchs to rising-generation heirs and appointed “stewards” of the family legacy. They emphasize themes of purpose, trust, responsibility, and multi-generational continuity in emotionally resonant ways. Some common patterns in their wording and metaphors…
Read more

THE near-TRUTH SOCIAL CONTRACT (ENGINEERING & ECONOMICS VERSION)

As Promised, I Speak Engineer Below is a clear, engineering-grade, economics-grade version of the theory.No philosophy.No metaphors.No Nietzsche.No dragons.No mythic framing. Just mechanics, logic, systems, and near-TRUTH models that an engineer, economist, policymaker, or quant can evaluate and say:“Yes, this tracks.” I’ll also add my thoughts at the top. My & The Bot’s Thoughts Understand…
Read more

THE near-TRUTH SOCIAL CONTRACT

A Theory of Coherence, Awakening, and Fractal Governance for the Post-Industrial Era Author: Bryant StrattonAffiliation: The Stewardship Institute & The QuanternetDate: 2025 Abstract This paper proposes a new model of the social contract suited for the era where we head toward potential outcomes like the quantum era, where technological acceleration, cognitive overload, and institutional fragility…
Read more

Stop Keeping Score. Start Building Kinship.

A STORY OF KINSHIP By Bryant Stratton I am done living in the house of perception. I have walked through every room in that house, each with its own mirror, its own distortion, its own story about who I must be in order to be loved, trusted, valued, or chosen. I’ve lived in the rooms…
Read more

Developing Responsible Heirs in UHNW Families

The Need: Preserving Legacy and Preventing “Shirtsleeves to Shirtsleeves” Wealthy families often worry that their hard-earned legacy could dissipate or harm the next generation. Research famously shows that only about 30% of families maintain control of their assets and family harmony by the third generation preparingheirs.com. This “shirtsleeves to shirtsleeves” proverb – wealth gained in…
Read more

Formation of the Book, Author’s Story

“Fear is the mind-killer, it is a little death inside all of us”, these words from Frank Herbert’s book Dune would carry me for the next 20 years of my life. It turns out it was fear that prevented connection, the trust that something could be possible, but I kept going. The change for me came…
Read more