It may feel odd to talk about wealth right now – given stress, uncertainty, and suffering – for many folks this is the exact right time to be having the conversation.
David’s Articles
David has been writing and publishing since 2006.
Why is Corporate Strategy So Often a Waste of Time?
What if there was a way to improve your corporate strategic planning process?
What You Should Know Before Marrying Rich
We have all heard the common saying – “It’s as easy to love a rich man, as a poor one.” But is that really the case?
1 Critical Skill Family Offices Can Learn From Public Companies
Families have a lot to learn from their publicly-held peers about investor relations
The Challenge and Complexity of Entitlement
There is one word that is always close at hand any time wealthy individuals and families consider financial gifts to future generations – entitlement.
Avoid 1 Fight These Holidays? – How Couples Can Talk About Wealth
Money conversations are loaded with the good and bad of each partner. Conflict often ensues when they have not dealt with their own issues.
Your Strategy is Not Your Mission Statement
FCS spoke this week to a group of global family businesses about corporate strategy. The first myth we had to bust is that strategy is not your mission statement
Creating a Wealth Surplus to Pass to Future Generations
If the individual members and family collectively can reach consensus, they can set a distribution rate that effectively creates a wealth surplus
Adjusting to Life After The Liquidity Event
Adjusting to the life after a liquidity event requires passing through three phases – loss, arrival and orientation.
Successfully Stewarding Family Wealth is Like Building a Bicycle
Successfully stewarding family wealth requires careful management of three elements much like the 2 wheels and frame of a bicycle
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info@davidcwellsjr.com