Turnstone

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Notes on governing wealth well

Essays and reflections from Turnstone on family governance, stewardship, succession, and the questions that matter across generations.

A family outside a house enclosed by a fence, illustrating ownership and protection.

Family business & ownership

Structuring family ownership

Aligning ownership strategy, succession, trusts and shareholders’ agreements to safeguard a family enterprise and its long-term purpose.

STEP Journal · Issue 3, 2026

7 min read

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A multigenerational family on a tower of blocks, supported by two advisors.

Risk & family governance

Resilient legacies

Beyond investment risk: building a practical risk-governance framework to protect family wealth, harmony and purpose across generations.

STEP Journal · Issue 1, 2026

6 min read

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Several generations of a family together, with buildings under construction in the background.

Wealth stewardship & succession

Nurture, facilitate, plan

Why sustainable wealth transfer depends on shared purpose, relationships and the advisor’s ability to guide a family, not just structure its assets.

STEP Journal · Issue 5, 2025

7 min read

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