Unique insights to drive your family and family office forward, authored by Family Capital Strategy
Family office executives are rarely bored – but are they as productive as they could be?
Family Capital Strategy is pleased to announce that Founder, David Wells, was named recently to Nashville Post’s 2020 All-Star Board.
Treating a business like an heirloom is a risky proposition. Businesses exist in a dynamic marketplace. While a family may wish to honor its legacy for generations to come through owning and operating the same business – it must also carefully consider whether they are the right owner to steward the business into the future.
There is a tremendous amount of wealth and growth capital being allocated by family offices. We have found the following framework to be helpful in understanding their investment approach.
Family enterprises are basically collections of paradoxes. While paradoxes are often treated in an adversarial manner, it is important to recognize the falseness of such a dichotomy, and work towards creative resolutions.
Selecting the right investment partner for a family office is a question that most offices will choose to answer as they structure their investments.
The 10 best reads to build a family investment office. What can families learn from world class investment managers to improve their investment acumen?
If the family is serious about continuing to grow its wealth across generations, it is highly unlikely that a broadly diversified portfolio alone will achieve that target.
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