Photo by Alina Grubnyak on Unsplash It has been a few weeks since I have posted due to the first work travel in over a year – finally! I have been doing a lot of reading and thinking, and while I do not have time this week to develop a comprehensive thought...
Photo by Sean Stratton on Unsplash We have considered in previous posts the pace at which a family must see their assets grow over time to keep pace with the growth of the family. In our first post on the subject, How Fast Must a Family’s Asset Grow?, we...
Photo by Robert Bye on Unsplash I came to working with family offices through the investment side of the world. Beginning in the fall of 2004 when I was first introduced to the writings of Warren Buffett through the end of 2015, I had a single-minded focus to...
Growing the family’s wealth in-line with the growth of the family is no easy feat. Over several pieces we have taken a deep dive on the challenges family’s face in growing their wealth over time. We looked at target rates of return, and concluded...
Today, we want to continue our series looking at the challenges of a family compounding its wealth over time. In our first piece, “How Fast Must a Family’s Assets Grow?” we looked at the significant headwinds facing families – from...
