David's Articles
David has been writing and blogging for over 10 years
Most Recent Articles:
How to Keep a Vacation Home From Becoming an Albatross
The Marble House or Alva's Folly? Key Take-Aways The vast majority of wealthy families own a vacation home or other additional residences The choice to acquire additional residences for personal use (not income) should be considered through a personal, not investment...
Risk Management Lessons From Credit Suisse / Archegos
Photo by Oliver Sjöström on Pexels.com Yesterday, Credit Suisse published its 170+ page investigative report into Archegos, the family office hedge fund that cost the bank over $5bn in losses. CS hired law firm, Paul Weiss, to conduct the investigation. In all, the...
Are Already-Wealthy Families Good Entrepreneurs?
Running a start-up is like chewing glass and staring into the abyss. After a while, you stop staring, but the glass chewing never ends."Elon Musk Photo by Igor Starkov on Pexels.com In the past we have discussed the importance for families thinking with a...
Welcomed but Needing Orientation – Family Office In-Law Survey Results
Photo by Sandy Millar on Unsplash Recently, Family Capital Strategy conducted our first ever survey of in-laws of Family Enterprise. While much research and survey work has been done to analyze lineal descendants of families of wealth, we have seen...
What I Read in Q2’21
Photo by Max Vakhtbovych on Pexels.com I regularly get asked for book recommendations or what I am currently reading, so I publish a round-up each quarter of what I have been reading recently. Here is Q1's version. With no further ado - here is Q2's list: Wealth Lives...
Best Articles
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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