David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

You Don’t Have to Sell Just Because the Party Might Be Ending – Exiting is More Complicated Than That

A boy is given a horse on his 14th birthday. Everyone in the village says, "Oh how wonderful." But a Zen master who lives in the village says, "We'll see." 'The boy falls off the horse and breaks his foot. Everyone in the village says, "Oh how awful." The Zen master...

It’s Never About Just the Money, But It’s Never Not About the Money

Photo by Micheile Henderson on Unsplash The primary variable that families can control in affecting their investment returns is their spending rate. Yet, too often discussions about the real-life, brass tacks implications of wealth are either never held (most common)...

How Fast Must a Family’s Assets Grow?

One of the great challenges families face when allocating capital for the long-term is determining the right level of risk and return and how that impacts family office growth in the long run. This is exacerbated further by the fact that many in the family office...

The Four Steps to Expertise and Meaningful Contribution

Photo by Mike on Pexels.com There is a common paradigm for thinking about developing expertise that is built around consciousness and competence. The basic idea is that when we first begin doing something, we are unconsciously incompetent, i.e. we simply do not...

Why We’re Reading Less in 2020

In case you hadn't guessed already - I really love to read, and as far as I can remember always have. Reading is even listed as its own line item on my resume under 'Personal Interests' followed closely after by golf and travel. I frequently get questions for...