Murray Bowen, pioneer of family systems theory, viewed the family unit as a complex social...
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International Family Offices Journal Article: Time-Purpose Map
The article explores the critical role of time allocation when members of an affluent fami...
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(spoiler alert) Plenty has been written about the popular TV series Succession and the les...
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Speaking on Power Dynamics At UHNW Instititute Masterclass
David will be one of the facilitators at the UHNW Institute Masterclass on Power Dynamics....
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I’ve written several times about the challenges of advisor succession, and now want ...
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James Clear famously said: “Ambition is when you expect yourself to close the gap be...
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In society, the wealthy often get a bad rap. If you’re a wealth creator, people may ...
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Family business succession plans (or the ideas for them that are embedded in the minds of ...
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Speaking at Prestel & Partner: Singapore 2023
David will be speaking at Prestel & Partner’s Family Office Forum in Singapore o...
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The question “how much is enough?” and its corollary “how much should I ...
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Q. My child is not performing in their role in the family business / will use their inheri...
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Transition Ready In the early days of my billing business, a prospective customer asked me...
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