Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising families. I met him in Nashville early in 2020 and stayed in touch. When I heard he was writing a book, I knew we were kindred spirits having gone through that process myself. That book, "When Anything is Possible", just came out and I couldn't be happier for him. I think it is a terrific companion to those looking to forestall the "Shirtsleeves to Shirtsleeves" phenomenon and help business owners and their families structure and build lives of purpose. In this podcast, we discuss some of his insights and the book-writing process itself.




https://www.amazon.com/When-Anything-Possible-Wealth-Strategic/dp/173568130X/




Introduction



Chapter 1 Wealth Strategy: Defining the Terms



Section One: Wealth Structure



Chapter 2 Wealth and What It Is



Chapter 3 Level of Wealth



Chapter 4 Psychology: Money’s War on Our Brains



Chapter 5 Coming Into Wealth



Section Two: Wealth Identity



Chapter 6 How You Feel About Yourself Affects How You Feel About Wealth



Chapter 7 Defining Your Wealth Identity



Section Three: Wealth Strategy



Chapter 8 How to Spend It



Chapter 9 How to Invest



Chapter 10 Giving to the Next Generation



Chapter 11 Philanthropy



Chapter 12 Building a Life of Intention



Here are a few recent blog posts which introduce concepts from the book:



The Challenge and Complexity of Entitlement



Adjusting to Life After The Liquidity Event



Creating a Wealth Surplus to Pass to Future Generations



What You Should Know Before Marrying Rich



You can find David here:



Book - whenanythingispossible.com



Website: www.familycapitalstrategy.com



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Twitter: @DavidCWellsJr




https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/