Families of wealth are full of liminal spaces – family/business, current gen/rising gen, client/advisor, liquidity events, etc. As such, we must be on guard to manage the appeal of bringing straight forward linear thinking into circumstances that are anything but that.
David’s Articles
David has been writing and publishing since 2006.
Performance Is Not The Point In An Advisor/Client Relationship
What is the “end” that is delivered in the advisor / client relationship?
A Family Office Hiring Crisis?
Execs are retiring, complexity is higher, who to hire?
Fingers in the Ears? – Wealth, Hubris and Entrepreneurship While Wealthy
Does the hyper-agency of the wealthy prevent them from responding to market forces?
Top Movies About Family Business & Inherited Wealth
Top Movies About Family Business & Inherited Wealth
How to Keep a Vacation Home From Becoming an Albatross
The choice to acquire additional residences for personal use (not income) should be considered through a personal, not investment lens, i.e. on a pure investment basis, second homes are not that attractive
Risk Management Lessons From Credit Suisse / Archegos
In highly complex systems with multiple levels of oversight as well as conflicting priorities, it is easy for actors in the system to become lackadaisical in their efforts.
Are Already-Wealthy Families Good Entrepreneurs?
Does the family’s prior success help or hurt its ability to create new ventures?
Welcomed but Needing Orientation – Family Office In-Law Survey Results
FCS conducted the first survey of in-laws of family enterprise
Many Families Will Sell Their Business – That’s a Good Thing
For family owned companies, a harvest event can mark the start of the family’s next chapter, not the end of the story.
Subscribe Today
Join 5,000 other followers of David's thinking and insights
Contact
Nashville, TN
info@davidcwellsjr.com