Tag Archives: EXECUTION

10 Rookie Mistakes Every Family Office Should Avoid

We’ve seen deals – and even families – fall apart when thanks to a direct investment gone bad.  While direct investment can be an exciting and lucrative tool to build and maintain your family’s wealth, if you’re just starting out, you’ll want to avoid these rookie mistakes.

Got Discipline?  You’ll Need It For Your Family Office Investments To Pay Off

When you hear the word discipline, you may think of world-class athletes or Nobel-winning physicists – or you may think of the principal’s office.  Whatever pops into your head, it’s probably not the execution of your family office’s investment strategy – and that’s one reason even the best strategies are often unsuccessful.

Does Your Management Team Have The Tenacity To Get The Job Done?

In our last post about the Value Creation Vector, we dug into the second lever, Growth Potential.  Today we’re going to look at the third lever: Management Tenacity. Sadly, this lever is typically least interesting to management, even though it’s often the easiest way to generate value.

Looking For Growth In All The Wrong Places? Our Value Creation Vector Can Help

It may sound simple, but helping our clients address the right questions at the right time is one of our differentiating skills.  What are we trying to accomplish?  What are the most important questions to answer first?  What data do we need?  How can we eliminate irrelevant noise?  What questions come next?    With the Value Creation Vector, we quickly assess the current state to determine where to start and what to do next.

How To Start The New Year Right

We’re already a few weeks into 2019, but it’s not too late to lay the groundwork for success with your teams that will pay dividends throughout the year.  Best-in-class companies start the year right by taking time to develop Aspirations, identify the Levers that support those aspirations and set a Positive, Energetic Tone to inspire employees.  By embracing these small steps, you and your team will have a shared foundation for executing and adjusting throughout the year as unexpected highs and lows come your way.