Issue 391 – 08/28/2020

This week’s highlights: Uruguay, Hedge Fund Fees, and Roman Emperors Photo by Patrícia Cassol Pereira on Unsplash Issue 391 by David Wells – Nashville TN Happy Friday -I shared the thoughts below earlier this week in an update email from my company. ...

Issue 390 – 08/21/2020

This week’s highlights: Dolly Parton, Value Investing, and the First Tee Jitters Photo by Jess Barnett on Unsplash Issue 390 by David Wells – Nashville TN Happy Friday -No deep thoughts today – have a great weekend! Best, David   Food for...

Issue 389 – 08/14/2020

This week’s highlights: The Death of NYC, Brooks Brothers, and Business Cards Fauch on the Couch – Hat tip – Henry Winkler Issue 389 by David Wells – Nashville TN Happy Friday -It’s the end of the first full week of virtual school in our...
Family Offices Have Generations Too

Family Offices Have Generations Too

Photo by Tara Scahill on Unsplash In the last couple of weeks, UBS published its 2020 survey of Family Offices.  Amid the report and its thought provoking output is a statistic that could be easily glossed over.  Namely that 70% of the offices surveyed were founded...