FO Perspective

FO Perspective
January 1, 2023

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…
FO Perspective
December 1, 2022

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…
FO Perspective
November 1, 2022

The Good Fortune of Mentorship

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…
FO Perspective
October 1, 2022

With Great Power Comes Great Responsibility

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…
FO Perspective
September 1, 2022

Abundance Mindset Applied to Stewardship

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…
FO Perspective
August 1, 2022

Sometimes Focusing on You is Best for Others Too

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…
FO Perspective
July 1, 2022

What is Family Governance?

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…
FO Perspective
June 1, 2022

Turning Privilege into Growth

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…
FO Perspective
May 1, 2022

Long-term Impact is Family Legacy

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…
FO Perspective
April 1, 2022

Well-being. A simple balancing act 😉

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…
FO Perspective
March 1, 2022

Is money helping or hurting your impact?

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…
FO Perspective
February 1, 2022

What is all this money actually good for?

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…