The Five Forms of Capital
A couple decades ago, I had an epiphany that I wasn’t leading my family with the same level of intentional strategy as I was leading business. That inspired me to connect with and learn from other families who had figured out how to thrive for generations. Those families who developed and retained financial wealth for generations inevitably had specific strategies around also developing and transferring these other four forms of non-financial wealth to create holistic wealth of life and well-being. What’s more, the loss of financial wealth is almost always preceded by losses in these non-financial forms of wealth.
I have also learned that a similar principle applies to our business. This is why one of our core values at Wilkinson is Unleashing Wealth of Life…which for us means continual growth in all of these five forms of capital.
Today, I’m on a mission to help families, businesses and investors focus on developing true wealth of life by pursuing intentional strategies to develop all five forms of capital. I want to see investors enhance their financial wealth and I also want to see them enhance their wealth of life. This is my “Why”—why I serve our investors as CEO of Wilkinson.
When you sign up below you’ll receive my “five forms of capital” email series and learn more about how investing in all five can make a deep, profound impact for your fulfillment and success now and for generations to come.
You may wonder why a 32-year-old family-owned multifamily investing company with a few billion dollars in real estate transactions talks about five forms of capital. It’s because we too are living out our values which includes unleashing the wealth of life for our team and our investors in these five vital areas of life. Yes, we are in the business of helping investors enjoy passive income with peace of mind from our multifamily investments. And we’re pretty proud of the fact that for over three decades we've delivered an average of 25% IRR1 on all full-cycle multifamily funds. As you now know, that kind of sustainable success happens through discipline and a holistic approach to life and business.
In addition to having a proven process that helps investors grow their financial capital, we have a paradigm of wealth that we hope enriches your life and your family and creates more sustainable success and greater wealth of life for you and your family. If you’d like more information on our track record, our holistic approach to investing or our latest opportunities…fill out the form below. I’d love to connect you with my friend and colleague, David McKinney.