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Unique insights to drive your family and family office forward, authored by Family Capital Strategy

07/09/2021 – Issue 432

This week’s highlights: Houses of the Future, Chinese Equities, and Chris Paul


Photo by Mateo Giraud on Unsplash

Issue 432

Happy Friday!

Original Content this week:

  • Welcomed but Needing Orientation – Family Office In-Law Survey Results. As I reviewed all the various surveys produced around family business and family offices, I was looking for places where the survey data was suspiciously quiet.  And despite being a sizable part of a family (in numbers alone), I could not find another survey that looked just at the experience of in-laws.  

Best,
David


Food for Thought


Business


Culture / Arts/ Tech / Science


My Book:

When Anything is Possible – Wealth and the Art of Strategic Living

I wrote the book because of a problem I saw and experienced personally.  As we pursue our dreams and achieve success, financial wealth is often a natural result. 

Yet, the first steps we take to manage this wealth are focused on avoiding negative outcomes (unnecessary taxes, estate issues, losses in the stock market), rather than articulating what we actually want to do with our wealth.

The book is about how we shift from focusing on the things we want to avoid, to the things we want to accomplish with our wealth.  Doing so requires a person to articulate 3 key items –  Wealth Structure, Wealth Identity and ultimately a Wealth Strategy.  The book walks through each of these items in great depth, and guides the reader through a process to develop each.

If you are interested in learning more, visit here and download a free chapter.

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