David's Articles

David has been writing and blogging for over 10 years

Most Recent Articles:

FCS Reading List – Third Quarter 2019

Happy October and Happy Q4! In early July, I published a list of books I had read in the first half of 2019. (link here) As I regularly get requests for book recommendations, I wanted to provide an updated list of what I spent my time reading during the third...

3 Recommendations When Moving From Operator to Investor

A conversation we have been having with family offices recently is about the magnitude and significance of the change when a family moves from being predominately an operator of a business(es) to an investor in businesses. This shift can be sudden in a liquidity...

The Greatest, but Tenuous, Advantage for Family Investment

Numerous academic studies have reached one common conclusion regarding the performance of family businesses - they outperform their public peers. General accepted wisdom as to why points to the family's ability to take a long-term view when making decisions vs. public...

“What’s Left After a Family Business is Sold?”

Photo by Eric Prouzet on Unsplash The New York Times recently published a great piece entitled, "What's Left After a Family Business is Sold?" The article highlighted the fundamental reason Family Capital Strategy was formed. In the busyness of a liquidity event or...

FCS Reading List – First Half 2019

It has been a little while since I have posted an updated list of what I am reading / have read so far this year. I had aspirations of getting this list published before the start of summer, but sadly that did not happen. I have tried to group the books into some...