David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

Your Strategy is Not Your Mission Statement

Photo by Hassan Pasha on Unsplash Earlier this week, I was fortunate to speak to YPO's Family Business Network regarding Strategic Planning and the Family Enterprise. Over the course of our conversation, we covered several topics, but for today, I would like to...

Creating a Wealth Surplus to Pass to Future Generations

Photo by Sean Stratton on Unsplash We have considered in previous posts the pace at which a family must see their assets grow over time to keep pace with the growth of the family. In our first post on the subject, How Fast Must a Family's Asset Grow?, we estimated...

Adjusting to Life After The Liquidity Event

"But Charlie, don't forget what happened to the man who suddenly got everything he always wanted. Charlie Bucket: What happened? Willy Wonka: He lived happily ever after." Roald Dahl - Willy Wonka and The Chocolate Factory With no disrespect to Mr....

My Forthcoming Book – When Anything is Possible

It is my pleasure to announce the forthcoming release of my first book, When Anything is Possible - Wealth and the Art of Strategic Living, on January 12, 2021. The book has been in the works for over three years, and it is a pleasure (and a bit nerve-wracking if...

Successfully Stewarding Family Wealth is Like Building a Bicycle

Photo by Robert Bye on Unsplash I came to working with family offices through the investment side of the world. Beginning in the fall of 2004 when I was first introduced to the writings of Warren Buffett through the end of 2015, I had a single-minded focus to...