David's Articles
David has been writing and blogging for over 10 years
Most Recent Articles:
Wealth and The Irony of Ownership
Photo by Mitchel Lensink on Unsplash Every system is perfectly designed to get the results it gets. - W. Edwards Deming I have been thinking a lot recently about the Deming quote above, specifically in the context of the concept of ownership. Ownership is...
For Wealth Management to be Worthwhile, It Must Include More Than Money
Money, Not Wealth In my last post, we looked at the advisor / client relationship and considered what that actual purpose ("end") of that relationship. While many might quickly point out that delivering investment performance as the primary goal of that relationship,...
Linearity and Liminality
Photo by Matt Nelson on Unsplash Human brains are innately wired to appreciate and search for stories. From the movies we watch to the books we read, narrative structures deeply resonate with how we interact with the world. The wonderful part of stories is that they...
What I Read in Q3’21
Photo by CHUTTERSNAP on Unsplash Each quarter, I post a quick round-up of everything I have read during the quarter. Below is Q3's reading along with a few pithy thoughts on each book. You can find - Q1’s version and Q2's version Wealth Fortune's...
Performance Is Not The Point In An Advisor/Client Relationship
Photo by jimmy teoh on Pexels.com It argues that the end justifies the means recognizing that the end is pre-existent in the means. The means represent the ideal in making and the end in process. Martin Luther King Jr What is the "end" that is...
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Other Reflections
Occasionally, we wade into different waters, here are our best reflections
Family Office and Family Wealth
These articles were all drafted prior to David joining Greycourt in September 2023. He actively blogs on similar subject matter here.
- Pursuing 100 Years is Tough – and Not For All Families
- The Centrality of Investment to the Legacy Family
- How Fast Must a Family’s Assets Grow?
- Distribution Rate – The Only Variable a Family Can Control in Investing
- The Greatest, but Tenuous, Advantage for Family Investment
- The Value of Investment Advice vs. Its Cost
- What You Should Know Before Marrying Rich
- The Primary Risk for G1 Wealth Creators Starting a Family Office
- The Three Hardest Things For Family Enterprises to Do and Why
- What Do You Pay the People Who Make You Money?
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Nashville, TN
info@davidcwellsjr.com