David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

What You Should Know Before Marrying Rich

"Being rich is like being a superhero, only better"Tom Wambsgans, Succession on HBO Photo by Ben White on Unsplash Per Statista, the month of December sees the single highest number of engagements of any other month of the year. While COVID will have adjusted...

1 Critical Skill Family Offices Can Learn From Public Companies

Families have a lot to learn from their publicly-held peers about investor relations Photo by Nathan Dumlao on Unsplash When speaking with a group of family business owners / operators recently, the conversation turned to the topic of communication. Offhandedly, I...

The Challenge and Complexity of Entitlement

Photo by Fabian Blank on Unsplash The end of the year rush is on, and not just for the retailers. There are at least 2 other sectors of the economy that are incredibly busy right now - trust/estate attorneys and accountants. With the uncertainty of the election...

My Favorite Reads of 2020

Photo by Max van den Oetelaar on Unsplash It's officially December and the rush is on for holiday shopping. This time of year, I typically get a few requests for book recommendations for Christmas list making or stocking stuffers. In light of that, I thought I would...

Avoid 1 Fight These Holidays? – How Couples Can Talk About Wealth

Photo by Attentie Attentie on Unsplash In 2013, a study in the Journal of Family Relations found that the single greatest predictive factor for divorce were arguments about money. (Study here). There is no doubt that intra-relationship conflict about...