YPO Live:
Strategic Planning and The Family Enterprise
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David Wells – dwells@familycapitalstrategy.com
More About Family Capital Strategy
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When Anything is Possible – Wealth and The Art of Strategic Living
What happens after you become wealthy?
- Surveys of the wealthy indicate that most do not feel financially secure
- 50% of business owners are not happy after the sale of the business
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Our Thinking
Family Office
Waiting To Be Known – Anonymity In Your Twenties is Good
There is a real risk to building a public profile too early. Sometimes larger long-term dreams, means choosing to be ‘smaller’ starting out.
Family Office
Rising Generations Need to Understand These 5 Dimensions of Life
5 critical dimensions to consider as rising generations emerge within a family system
Investment
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
Investment
When Both Sides are Right – The Problem of Paradox
Family enterprises are basically collections of paradoxes. While paradoxes are often treated in an adversarial manner, it is important to recognize the falseness of such a dichotomy, and work towards creative resolutions.