📅 2025-05-27 — Session: Developed Family Financial Report Structure and Actor Map
🕒 05:30–06:00
🏷️ Labels: Financial Report, Family Wealth, Role Mapping, Conflict Analysis
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The goal of this session was to develop a comprehensive structure for a family financial report and to map out the roles and tensions in family wealth management.
Key Activities
- Designed a 20-page technical structure for a family financial report, aimed at facilitating both professional analysis and understanding by non-technical family members.
- Created a detailed diagram of family actors involved in wealth management, outlining their roles, rights, tensions, and conflicts.
Achievements
- Completed the technical structure for the financial report, providing a clear and organized template for future use.
- Developed a comprehensive map of family roles and tensions, highlighting the need for role reorganization to mitigate conflicts.
Pending Tasks
- Review and refine the technical structure and actor map with input from family members and financial advisors.