Unique insights to drive your family and family office forward, authored by Family Capital Strategy
Instead of being philosophical, the meaning of wealth is the most pragmatic discussion to have with your financial advisor
Families of wealth are full of liminal spaces – family/business, current gen/rising gen, client/advisor, liquidity events, etc. As such, we must be on guard to manage the appeal of bringing straight forward linear thinking into circumstances that are anything but that.
Q3’21’s list of books read
What is the “end” that is delivered in the advisor / client relationship?
Knowing how to coordinate one’s work is important, but optimizing your time to deliver the highest possible output is completely different.
Execs are retiring, complexity is higher, who to hire?
Does the hyper-agency of the wealthy prevent them from responding to market forces?
Top Movies About Family Business & Inherited Wealth
+1 615 270 5750