David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

Does a Newspaper Subscription Make Sense in a Substack Era?

Photo by AbsolutVision on Unsplash “There are only two ways to make money in business: One is to bundle; the other is un-bundle.”Jim Barksdale I became a news junkie on September 11th. While I always enjoyed reading the newspaper in high school, the tragic events of...

Family Office Technology Map – 1Q’21 Edition

PDF Version here The financial technology space is one of the fastest growing and changing verticals of the software world. While there are many vendors focused on serving the financial advisory space, many are largely focused on the needs of Registered Investment...

Entrepreneur vs. World – The Atrophy of Family Wealth – Part 3

Photo by Siddhant Kumar on Unsplash This week we wrap up our three-part consideration about the atrophy of family wealth. In Parts 1 and 2, we have worked to deconstruct the shirtsleeves-to-shirtsleeves proverb by considering how each generation contributes to the...

Sibling Rivalry and The Atrophy of Family Wealth – Part 2

https://twitter.com/v_solesmith/status/1347279959996432403?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1347279959996432403%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.nytimes.com%2F2021%2F01%2F13%2Fparenting%2Fsibling-rivalry-fights-kids.html We...

The Atrophy of Family Wealth – Demystifying the Shirtsleeves Proverb – Part 1

Photo by Raph Howald on Unsplash The proverb is "Shirtsleeves to Shirtsleeves in 3 generations," and as many are quick to say, the proverb is universal. All major global cultural groups have some version of it. A common extension of the sentiment is...