Instead of being philosophical, the meaning of wealth is the most pragmatic discussion to have with your financial advisor
For Wealth Management to be Worthwhile, It Must Include More Than Money
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Our ThinkingUnique insights to drive your family and family office forward, authored by Family Capital Strategy
Investment Governance Articles
Performance Is Not The Point In An Advisor/Client Relationship
What is the “end” that is delivered in the advisor / client relationship?
How to Keep a Vacation Home From Becoming an Albatross
The choice to acquire additional residences for personal use (not income) should be considered through a personal, not investment lens, i.e. on a pure investment basis, second homes are not that attractive
Risk Management Lessons From Credit Suisse / Archegos
In highly complex systems with multiple levels of oversight as well as conflicting priorities, it is easy for actors in the system to become lackadaisical in their efforts.
Are Already-Wealthy Families Good Entrepreneurs?
Does the family’s prior success help or hurt its ability to create new ventures?
The Value of Investment Advice vs. Its Cost
How to think about the real cost of financial advice
Piercing the Veil of Discomfort Re: Discussing Wealth – A Book Review
We Need to Talk: A Memoir Around Wealth is a poignant reflection about the lived reality of wealth – the good and the bad.
What Do You Pay the People Who Make You Money?
How you think about the compensation of your family office investment team will affect how successful you are
Entrepreneur vs. World – The Atrophy of Family Wealth – Part 3
The innate motivation that drives someone to become an entrepreneur is both the greatest asset and liability of a family seeking to persist past three generations in business together
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