Before family wealth, before family, and even before personal success, there is one person you have to deal with first: yourself.And specifically, the stories you tell yourself.In this episode of…
What would it take for your family to own and operate the same business for 200 years?That isn’t a hypothetical question. Around the world, family-owned companies have survived wars, economic crises,…
Wealth management isn’t just about finding someone who can make money for you. It’s about understanding who that person works for, how they’re paid, what incentives shape their recommendations, and…
What happens when the wealth designed to give your children freedom instead becomes the thing that keeps them from growing?In this episode of Wealth Across Generations, David explores the idea of…
What does it actually take to thrive in a Cornerstone or Capstone marriage?In Part Two of this series, we move from understanding the two marriage models to thinking about how to choose, prepare for,…
Is every healthy marriage supposed to look the same?In this first episode of a two-part series, we explore a framework you’ve probably never heard before: Cornerstone Marriages and Capstone Marriages.…
Most families think about wealth in terms of investments, retirement accounts, and real estate. But what if one of the most valuable assets your family could ever own isn’t found on a brokerage…
Most people have heard the phrase “the rich get richer and the poor get poorer.” But why does that happen? Is it simply money? Luck? Privilege?In this episode, David explores one of the most…
How do you know if your family is actually becoming stronger—or just hoping it is?Businesses use balance sheets to measure reality. They reveal strengths, weaknesses, risks, and long-term value. Yet…
Why do some investments, traditions, books, businesses, and even civilizations endure while others disappear?In this episode, David Allen explores the Lindy Effect—the idea that the longer something…
