Selecting the right investment partner for a family office is a question that most offices will choose to answer as they structure their investments.
David’s Articles
David has been writing and publishing since 2006.
10 Best Books to Build The Family Investment Office
The 10 best reads to build a family investment office. What can families learn from world class investment managers to improve their investment acumen?
6 Keys for Multi-Generational Family Wealth Creation – Part 2
If the family is serious about continuing to grow its wealth across generations, it is highly unlikely that a broadly diversified portfolio alone will achieve that target.
10 Must Reads for any Family Office Executive
While there are many great books out on business management, the vast majority are focused on traditional companies. The resources available to assist those tasked with leading and developing professional services firms are far fewer. Here are our favorites.
The Path of Family Wealth – Part 1
To hit their long-term return targets, families must architect a unique investment approach. Otherwise, the wealth just dwindles away as the family grows and the wealth gets divided. In fairly short order, without additional replenishment, a sizable fortune can be reduced.
Don’t Fear the Reaper? – Where are We and What’s Going On?
Obviously, the world has changed a lot in the last few weeks. Because there are so many moving pieces currently, I thought it worthwhile to summarize at a high level where markets are currently and what is going on.
My Favorite Family Office Saying
The mentality of “if you aren’t the best, you are the worst because its you” can help serve as an Occam’s Razor for families as they evaluate various paths of action.
The Three Hardest Things For Family Enterprises to Do and Why
We look at the three hardest things for family enterprises to do and why the study of complex adaptive systems gives us insight into them.
The Three Meanings of “Family Office” or “I Do Not Think It Means What You Think It Means”
“The beginning of wisdom is the definition of terms.”
– Socrates
3 Circles, 4 Rooms and 5 Capitals – How to Make Your Family Business Comprehensible
Because of all the constituents in a family business, there are often times so many dimensions at play in any matter that dissecting what is actually occurring is incredibly challenging. Instead, models like the Three Circles, Four Rooms and Five Capitals arm us with a set of lens by which one can interpret the circumstances presented.
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Nashville, TN
info@davidcwellsjr.com