O'Reilly logo

The Complete Direct Investing Handbook by Kirby Rosplock

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

CHAPTER 12SCIE: Sustainable Cycle of Investing Engagement

Contributing Author: Temple Fennell

The SCIE framework guides a family through five steps: establishing Family Values, Framing Strategy, Developing Strategy, Implementing Strategy, and Communication and Learning. During each step the family develops a set of questions that result in clear objectives the family expects to achieve. The more honest and thoughtful families are in designing their questions, the more effective and sustainable the results of the process will be. Good questions lead to good strategy, and hopefully intended results.

The Family Values and Framing Strategy steps address soft issues such as what is the purpose of the new investment strategy, is there a desire to ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required