David's Articles
David has been writing and blogging for over 10 years
Most Recent Articles:
The Why of Family Offices
Photo by Benjamin Davies on Unsplash Today I want to conclude our 3 part series looking at the basics of family offices. In the first two parts, we considered what family offices are and what they do. We concluded the primary role of a family office is to help manage...
FCS Reading List – Fourth Quarter 2019
Happy Holidays Everyone Heading in to year-end, I wanted to provide a final update on the books I've read this year. Previous posts covered the First Half of 2019 and Q3'19. I'm reading one longer book right now, and I do not anticipate wrapping it up by year-end....
The Importance of a Family Governance Model
Greg Lewis at the Tennessee Center for Family Business was kind enough to host me on his podcast, Family Business Today. We had a wide ranging conversation surrounding the question of what a family governance model might look like within a family business or family...
How a Family Office Works
In our last post, we considered what a family office is (here). We called out two important factors in that discussion. First, that a family office (FO) is a professional services firm that helps manage the complexity of a family of significant means. Secondly, that...
But What Is a Family Office?
On a call last week, a family business executive I was speaking with asked a simple, yet profound question. "What is a family office" or What do you mean when you say family office? Too often, family offices are treated like Justice Potter's timeless...
Best Articles
Grouped by Topic
Other Reflections
Occasionally, we wade into different waters, here are our best reflections
Family Office and Family Wealth
These articles were all drafted prior to David joining Greycourt in September 2023. He actively blogs on similar subject matter here.
- Pursuing 100 Years is Tough – and Not For All Families
- The Centrality of Investment to the Legacy Family
- How Fast Must a Family’s Assets Grow?
- Distribution Rate – The Only Variable a Family Can Control in Investing
- The Greatest, but Tenuous, Advantage for Family Investment
- The Value of Investment Advice vs. Its Cost
- What You Should Know Before Marrying Rich
- The Primary Risk for G1 Wealth Creators Starting a Family Office
- The Three Hardest Things For Family Enterprises to Do and Why
- What Do You Pay the People Who Make You Money?
Subscribe Today
Join 5,000 other followers of David's thinking and insights
Contact
Nashville, TN
info@davidcwellsjr.com