Or at least put it on a diet? Managing the capital in your business and when you should begin to diversify
David has been writing and publishing since 2006.
The ineffability of governance makes talking about effective governance really hard
It is possible for the governance structure of the family to far surpass the maturity curve of the family.
So called ‘legacy services’ are far too often sold entirely to first generation wealth creators – as a cognitive salve to assuage the mortality concerns that naturally begin to arise in late middle age. Family governance formed by fiat is not actually governance.
Photo by Lukas on Pexels.com It may sound contradictory, but constraints can be delightfully liberating. Faced with the possibility of doing anything, some times, the natural reaction is to do nothing. Anyone who has sat down in front of the Cheesecake Factory has...
Photo by Kristina Paukshtite on Pexels.com For those of you looking for stocking stuffers for Christmas this year, I wanted to recommend my favorite books of the year. (all links are Amazon affiliate links) Tribe: On Homecoming and Belonging We have a strong...
7 Core Capabilities for Legacy Families to Develop
No one wants to willingly screw up their children or grandchildren. Here are 5 questions that can help provide perspective for wealth creators.
Given the labor shortages seem to be omnipresent, it is no surprise that the wealth advisory space is seeing similar challenges. The situation is even more dire than it seems.
King Lear offers a timeless reflection on the transition of power within families.
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