Five Capitals
Framework

Helping families grow holistic wealth and build legacies that thrive for generations.

Five Capitals
Framework

Helping families grow holistic wealth and build legacies that thrive for generations.

A Holistic Approach to Legacy That Lasts

THE FIVE FORMS OF CAPITAL


The Five Capitals Framework is a guiding model for families seeking to grow and sustain true multigenerational legacy. It expands the definition of wealth beyond finances, emphasizing continual growth in five interconnected areas: Spiritual, Relational, Human, Societal, and Financial Capital. When families prioritize all five forms of wealth, they build a foundation of purpose, harmony, and resilience that endures through every generation. This framework helps families align their resources with their values, foster deeper relationships, and create meaningful impact. It's not just about preserving assets, it's about nurturing the soul of your legacy.

  • Spiritual Capital
    Faith, purpose, values, and guiding beliefs that give life meaning and direction.



  • Relational Capital
    The strength, trust, and health of relationships within the family and broader community.



  • Human Capital
    The knowledge, skills, character, and well-being of each individual in the family.



  • Societal Capital
    The family’s contribution to the greater good, serving others, community involvement,
    and lasting impact on society.


  • Financial Capital
    The material resources, wealth, and financial assets that support and sustain
    the family’s vision and legacy.

Together, these capitals form the foundation of holistic wealth, empowering families to thrive not just financially, but in every dimension of life.

A Holistic Approach to Legacy That Lasts

THE FIVE FORMS OF CAPITAL

The Five Capitals Framework is a guiding model for families seeking to grow and sustain true multigenerational legacy. It expands the definition of wealth beyond finances, emphasizing continual growth in five interconnected areas: Spiritual, Relational, Human, Societal, and Financial Capital. When families prioritize all five forms of wealth, they build a foundation of purpose, harmony, and resilience that endures through every generation. This framework helps families align their resources with their values, foster deeper relationships, and create meaningful impact. It's not just about preserving assets, it's about nurturing the soul of your legacy.

  • Spiritual Capital
    Faith, purpose, values, and guiding beliefs that give life meaning and direction.


  • Relational Capital
    The strength, trust, and health of relationships within the family and broader community.


  • Human Capital
    The knowledge, skills, character, and well-being of each individual in the family.


  • Societal Capital
    The family’s contribution to the greater good, serving others, community involvement, and lasting impact on society.


  • Financial Capital
    The material resources, wealth, and financial assets that support and sustain the family’s vision and legacy.

Together, these capitals form the foundation of holistic wealth, empowering families to thrive not just financially, but in every dimension of life.