So what is all this money actually good for?
Hello again Friends, we are into fall and I have noticed the transition back after summer tilts my focus towards family time. As we get busy, don't forget about those…
Hello Friends, and welcome back. Let's spend ten minutes together on family wealth strategy. Sharpening our perspective on how to deploy our resources for better impact, well-being and flourishing of…
Hello Friends, and welcome back. As always, thank you for reading and emailing me with your thoughts! I have not written for FO Perspective on perhaps the most consistent of…
Hello Friends, and welcome back to your favourite Newsletter. Family Wealth requires perspective for success. This is why I call the Newsletter “Family Office Perspective” and the home page flashes…
Family Wealth = Resources (Human Capital + Relational Capital). A series of quick hits this month... Professional Trustees Personal trustees are friends and family typically. They agree to act as…
Hello once again. Financial resources can help or hurt your family wealth, your personal definition of success, and over time, your legacy in your family. Family Wealth = Resources (Human Capital…
Spending your money on your people and their relationships should have no end. The result of all of that spending will be the most educated, wholesome, actualized, effective wealth stewards…
Family Office Perspectives uses the family wealth equation above, described in writing as: your family wealth (which, over time, is your family legacy) is equal to the product of your…
Investing for impact is a key strategic element in finding the right ways to deploy your financial resources. The Wealth Equation: FW = R (HC + RC) In designing my…
It has been an absolute treat to write this Newsletter for two years now; I treasure your feedback (and referrals are the absolute best form of gratitude!) We have used…
Read on to learn how to work and plan well with your advisors in this month’s edition of Family Office Perspective. The Wealth Equation: FW = R (HC + RC)…
Stewardship is a responsibility, not an accounting degree In this month’s edition of Family Office Perspective, I’m translating a soapbox thought into a coherent perspective. Sometimes I find myself developing a…
Life is complicated. Managing wealth does not have to be. I write every month regarding the Family Wealth Equation because I like anchoring my thinking on it and in the…
Entrepreneurial Spirit – A Family Affair We are back at the beginning of the school year – the real start to the year! If you’ve been here awhile, reading and…
Sharpening our perspectives Here we are again 🙂 Here to learn together about family wealth. I love writing as it helps me express important perspectives. I hope you are also…
Wealth means well-being Jay Hughes is the best. He is the biggest influence (imho) for our industry's perspective on family wealth strategy. He was recently being interviewed and I used…
Cultural gardening Even in two-season Calgary, spring is upon us! In the spirit of renewal, I'm excited to share a fresh perspective on family enterprise that I learned of last…
Control is more than governance This was a fun one to write. I was in a brainstorm, I love brainstorms, and this Newsletter popped out revealing to myself more perspective…
How will your decisions now drive innovation into the future? The state of the venture capital ("VC") industry was already in dire straights before the SVB run. The two big…
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…
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? Let’s begin with a cheers: Here’s to making 2023 fulfilling, fun and also… well… in reflecting on 2022 and…
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…
Thank you for spending your time with me! FO Perspective is written for those that care deeply about us fortunate families and empowering unique answers to the tricky question “so…
Welcome to the FIRST edition of FO Perspective. Written especially for those that care deeply about all those fortunate families that should find their unique answer to the tricky question…