If you think there is nothing left to do on the wealth management front in your situation, read this book and prepare to be surprised.
A roadmap that will prove valuable to individuals at any level of financial success
When Anything is Possible
Wealth and the Art of Strategic Living
On the path to success, a natural occurrence is the growth of a person’s wealth. While common sense tells us that growing wealth should make life easier, that is rarely the case. Instead, many feel as though there are limitless choices to be made regarding their newfound wealth, but do not have the proper sense of direction to confidently make them.
When Anything is Possible is the guidebook about how to engage strategically with wealth. In this book you will learn to: Understand your Wealth Structure, Articulate your Wealth Identity, and develop a comprehensive Wealth Strategy regarding key dimensions of consumption, investment, philanthropy and legacy.
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Defining Your Wealth Identity
He is a great man who uses earthenware dishes as if they were silver,
but he is equally great who uses silver as if it were earthenware. It is the sign of an unstable mind not to be able to endure riches.
The previous chapter was about understanding the cards you have been dealt in terms of self/emotions/roles/wiring. We shift now to how to begin to play those cards. The natural place to begin is with what the corporate literature refers to as mission(why)/vision/values statements. At the outset, it is important to acknowledge the varying viewpoints and experience we all bring to those statements. Some of us come from strong corporate and organizational cultures where such statements are a part of a lived reality. For others, they were an exercise engaged in on a corporate retreat and landed on a bookshelf gathering dust. And yet for still others, they are a blunt instrument used at best to create culture—inauthentic—or at worst to brainwash.
But at its core, each statement serves a noble purpose. Mission statements are easy to get confused with vision statements, so I prefer to refer to them as why statements. They answer the question What are we doing all this for? Value statements accompany mission statements and talk about how we conduct ourselves. The mission statement combines with values then to inform and shape a vision, a statement of what the future could look like if we are successful in executing our mission within the constraints of our values. We will consider each statement in turn.
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Discover Your Wealth Identity
How you make decisions regarding your wealth is a direct output of your Wealth Identity. A well-articulated Wealth Identity entails knowing one’s self and story – the parts of your background that directly impact how you think and behave regarding wealth.
Using that as the foundation, a Wealth Identity entails a a set of positive affirmations about your core purpose (or why), core values (how you will conduct yourself), and finally a vision of what the future could look like if your why and values are being lived out.
Only with a defined Wealth Identity can you ensure that your financial decisions are in alignment with what you find most important.
Advance Reviews of the Book:
David Wells is advising us in his superb book ”When Anything is Possible”, why and how to develop a wealth strategy for all five of ours and our families’ capitals: spiritual, social, intellectual, human and financial. He succeeds profoundly in teaching us how to understand each capital and its evolution toward its dynamic preservation and then to ours’ and our families’ happiness as a result.
James (Jay) E. Hughes, Jr.
Author of “Family Wealth :Keeping it in the Family” and “Family: The Compact Among Generations” and co-author of “The Cycle of the Gift”, “The Voice of the Rising Generation”, ”Complete Family Wealth” and “Family Trusts”
In When Anything Is Possible, David C. Wells, Jr. identifies what it means to be truly wealthy – as opposed to merely having a lot of money. He asks the core questions: “Why do we want the things we want?” “What is our wealth really for?” Wealthy families want to know how to use their wealth productively, improving both the happiness of their own families and also the wellbeing of the society that allowed them to become wealthy in the first place. These are complex issues, but Wells lays out the key strategies families need to follow. Wealthy families who want their grandchildren to be happy and productive citizens should keep this book close to hand.
– Gregory Curtis, Founder, Greycourt & Co., Inc. and author of Family Capital.
David has written a very useful, practical and accessible book about the personal dynamics of wealth. Rather than a book about trusts, tax and financial strategies this is about the personal side of wealth. It helps the family step back and look at the purpose behind their wealth, what it means to them, and the impact they want to see in their lives. The book is clear and full of practical activities and questions to answer, that guide you on your own personal and family wealth journey.
– Dennis T. Jaffe, PhD,, Wise Counsel Research, author of Borrowed from your Grandchildren: The Evolution of 100-Year Family Enterprises
"David Wells’s “When Anything Is Possible” is an impressive debut. Taking cues from lions in the wealth industry like Jay Hughes and marrying them to modern thinkers like Daniel Kahneman within the framework of his own experience, David has authored an insightful guidebook for the wealthy. This is not a “Get Rich, Stay Rich” book. “When Anything is Possible” tackles the important problem of helping people define the role of wealth in their lives. Then, it provides the tools to help those people move forward in an organized way and build lives of purpose. This is now a permanent part of my reading list for clients and people in the wealth industry."
Regional Director, Pendleton Square Trust Company
Author and Host of “Wealth, Actually”
"Ideally all books on wealth would be as accessible as Wells’ contribution to the field. When Anything is Possible - Wealth and the Art of Strategic Living gives people the guidance they need to face the nearly limitless set of choices they encounter when coming into wealth; and does so in a way that acknowledges who they are beyond just their financial resources."
– Sharna Goldseker, Founder & Vice President, 21/64. Co-Author, Generation Impact: How Next Gen Donors Are Revolutionizing Giving.