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

Issue 420 – 04/09/2021

This week’s highlights: The Voice, CEO Time Allocation, and Bobby Bonilla


Issue 420

Happy Masters Weekend!

A few things to mention.  First up, Announcing – Survey of In-Laws in Family Enterprise.   Are you an in-law in a family enterprise?  Or maybe you know one?

My consulting firm is conducting the first survey ever (as best we can determine) of individuals who have married into families who have family businesses, family offices, etc.  The 20 question survey (takes less than 10 minutes) is completely anonymous and we will share our final analysis with all participants.

Access the survey here and please tell a friend!

Original Content this Week

  • The Value of Investment Advice vs. Its Cost – Ok here it is! – this took about a month to write.  The primary challenge in understanding the relationship between fees and value is that the client is paying for a bundled set of services with a single price.  In this piece, we attempt to deconstruct the bundle in an understandable format.
  • Podcast Interview – The Kayleigh OKeefe Show – Kayleigh was kind enough to host me on her excellent podcast to discuss my book.  A special thanks to our mutual friend Doug H. for making the connection.

Regards,
David


Food for Thought


Business


Culture / 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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