Welcome.

As a kid, my grandmother assured me that I’d be a writer one day. My career took a slightly different path than she anticipated, but I’ve enjoyed putting pen to paper in recent months as I reflect on my twenty-plus year career as a CFO for high net worth families. 

I hope that you will join me here on Substack as I share 1-2 features each month, spanning stories, insights, and best-practices gained from working with families in business or those families with private assets to manage. 

Thus far, I've speculated on how married-ins impact family dynamics, i.e. Meghan Markle, asked the age old question, "where have all the assets gone?", and took a deep dive on my experience with direct investment into venture companies. With each article, I hope to share a few gems of wisdom to help bring the families in your life one step closer to harmony. 

Stay tuned in for more.