David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

The 4 Types of Family Office Investors and Which Are Likely to Close a Deal

Photo by Patrick Weissenberger on Unsplash Recently, Family Capital Strategy had the opportunity to provide a guest post for M&A Source on The 4 Types of Family Office Investors and Which Are Likely to Close a Deal. A few snip-its: Doing business with a...

When Both Sides are Right – The Problem of Paradox

The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to functionF Scott Fitzgerald 45Photo by Inera Isovic on Unsplash A number of years ago, I was fortunate to attend the Governing Family...

Picking an Investment Partner – Where to Start?

"If confusion is the first step to knowledge, I must be a genius." Larry Leissner Photo by Scott Graham on Unsplash Selecting the investment partner for a family office is a question that most offices will choose to answer. Having a partner to help navigate the...

10 Best Books to Build The Family Investment Office

Photo by Kimberly Farmer on Unsplash Last week we discussed 6 characteristics of a differentiated investment approach that supports the long-term growth of a multi-generational family's assets. As the family investment office - i.e. the investing...

6 Keys for Multi-Generational Family Wealth Creation – Part 2

Growing the family's wealth in-line with the growth of the family is no easy feat. Over several pieces we have taken a deep dive on the challenges family's face in growing their wealth over time. We looked at target rates of return, and concluded that around 10%...