David’s Articles

David has been writing and publishing since 2006.  

Issue 421 – 04/16/2021

Apr 16, 2021 | Fifteen on Friday

This week’s highlights: Justin Bieber, Trends to 2040, and Yves Behar


Issue 421

Happy Friday!

Original Content this Week

  • 14 Great Articles to Make Your Family Office a Success  Our favorite articles to help position a family office for long term success
     
  • On-Going – 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!

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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