Issue 378 – 05/22/2020

This week’s highlights: Stillness, Robot-Powered Groceries, Drunk Elephants Photo by Federico Giampieri on UnsplashSocial Distancing? Issue 378 by David Wells – Nashville TN Happy Friday -Apparently this week marks the end of the school year in Nashville...
Picking an Investment Partner – Where to Start?

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...

Issue 377 – 05/15/2020

This week’s highlights: The Class of 2020 Will Be Ok, Concerts, and The Future of Sports Broadcasting? Photo by Todd Diemer on UnsplashThe Blue Angels flew over Nashville yesterday – super cool.  Note this picture was not from that flyover. Issue 377...

Issue 376 – 05/08/2020

This week’s highlights: Predictable Disasters, Oil Meltdown, and Death of J. Crew Photo by Wolfgang Hasselmann on Unsplash Issue 376 by David Wells – Nashville TN Friday at Last -It’s been a doozy of a week here in Nashville.  A freak...
10 Best Books to Build The Family Investment Office

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...