David’s Articles

David has been writing and publishing since 2006.  

This post was written and published prior to September 2023 when David and his prior firm, Family Capital Strategy, merged with Greycourt.  Views expressed reflected David’s personal views at the time and do not necessarily reflect the views of Greycourt.  Posts and information may be out of date and should not be relied upon for investment advice.

14 Great Articles to Make Your Family Office a Success

Apr 15, 2021 | Family Wealth

Photo by Markus Winkler on Unsplash

Here at Family Capital Strategy, we have learned in working with families, that for a strategy to be successful, it must be aligned on the key dimensions of individual, family, and the ‘business.’ While we have spotlighted our favorite books in the past, there are a number of important articles to highlight that focus on these three key dimensions.

So without further ado, here are our favorites. Each of these is well worth your time and consideration.

Articles for Individuals in Family Office

Articles for the entire Family in a Family Office

Articles on Investment / Capital Allocation within a Family Office


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Nashville, TN