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Family Office Perspective

So what is all this money actually good for?

Rooted in discipline

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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…

Strategy before tactics

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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…

Why Invest for Impact?

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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…

Strategy – the bridge from goals to outcomes

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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…

The symbiotic beauty of strong advisor ecosystems

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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

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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…

Wealth’s Complexity Ends Here

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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

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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

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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

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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…

Experimenting with culture for success

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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

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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…

And then it rained

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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?

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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

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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?

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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?

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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…

The Good Fortune of Mentorship

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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…

With Great Power Comes Great Responsibility

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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…

Abundance Mindset Applied to Stewardship

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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…

Sometimes Focusing on You is Best for Others Too

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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…

What is Family Governance?

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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…

Turning Privilege into Growth

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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…

Long-term Impact is Family Legacy

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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…

Well-being. A simple balancing act 😉

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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…

Is money helping or hurting your impact?

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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…

What is all this money actually good for?

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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…