Considering starting a Family Office? Every family should have a family office: X Designing investment strategy is the first step: X ChatGPT can design this for me: X... maybe? There is a whole lot…
Introducing a new term for a key player in family enterprise
What is a Spripe? And other key terms you should know. This month I hope we share this time together wisely by defining a few terms important to the language…
Trade-offs exist everywhere and always. What are you willing to sacrifice?
Trade-offs exist everywhere and always. What are you willing to sacrifice? Let’s begin with a cheers: Here’s to making 2023 fulfilling, fun and also… well… in reflecting on 2022 and…
Have you noticed that “family office” is used a lot of ways?
Capital Deployment + Risk Management = Family Office Ecosystems In this month’s edition of Family Office Perspective, I’m distilling the surprisingly complex definition of “family office”. The holidays are almost upon…
In this month’s edition of FO Perspective, I’m glowing in the good fortune of mentorship. The Wealth Equation attempts to simplify to merely 11 characters the critical idea that your family…
In this month’s edition of FO Perspective, I’m hopeful you can help me answer for myself the question: what are the issues and opportunities facing families and how can I…
In this month’s edition of FO Perspective, we ask “what is the form of good stewardship”? Stewardship. What a popular word in family governance circles. Important? Absolutely. But the Wealth…
In last month’s FO Perspective, we looked at culture as the most effective influence on success or failure of family legacies. I alluded to the other key driver of success…
Complex words and well-paid professionals often impede progress. So an early issue of Family Office Perspective has to address the incredible consulting field of Family Governance that covers most of…
This newsletter is titled Family Office Perspective as I hope to deliver valuable ideas from the family office and family governance worlds for all families fortunate enough to have champions…
My mission is to empower entrepreneurial families to thrive for generations. The wealth equation is the best tool we’ve got at FO Perspective to show the important perspective that all…
Most of you, dear readers, would be better than me at explaining the benefits of physical, spiritual, intellectual, emotional and social well-being. Yet wherever you are now at improving your…
