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
Family Governance Must Focus on Whole Family – Not Just the Client
So called ‘legacy services’ are far too often sold entirely to first generation wealth creators – as a cognitive salve to assuage the mortality concerns that naturally begin to arise in late middle age. Family governance formed by fiat is not actually governance.
Family Office
7 Core Capabilities for Legacy Families to Develop
7 Core Capabilities for Legacy Families to Develop
Investment
Performance Is Not The Point In An Advisor/Client Relationship
What is the “end” that is delivered in the advisor / client relationship?
Investment
“We Only Do Good Deals” is Not An Investment Strategy – Part 2
There are 6,000+ private equity funds, several hundred independent sponsors, several hundred search funds, sovereign wealth funds, strategic players and additional family offices all actively looking for acquisitions. Any new family office must be cautious to not be the “patsy at the poker table.”