About David Wells
David Wells is the founder and CEO of Family Capital Strategy.
With over 15 years of experience conducting strategic and investment analysis, David Wells founded the firm in 2019. Previously, David was a Partner at Woodmont Investment Counsel in Nashville, an ~$900MM Registered Investment Advisor where he worked closely with families and institutions at the intersection of investment, strategy, and governance.
David Wells has and continues to serve in a broad range of governance roles. David Wells is the Chairman of the Board and Chairman of the Investment Committee for the private trust company of a 75 member Midwestern family. He was recognized in 2017 as one of Nashville’s Forty under Forty and in 2019 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry. In 2020, he was recognized by the Nashville Post as part of their All-Star Board.
Find David Wells on Twitter.
When Anything is Possible: Wealth and The Art of Strategic Living
On the path to success, a natural occurrence is the growth of a person’s wealth. While common sense tells us that growing wealth should make life easier, that is rarely the case. Instead, many feel as though there are limitless choices to be made regarding their newfound wealth, but do not have the proper sense of direction to confidently make them.
Consider:
– Surveys of the ultra-wealthy indicate that most do not feel financially secure
– 80% of trust beneficiaries view their trust as a burden, not a blessing
When Anything is Possible is the guidebook about how to engage strategically with wealth. It will help you change your wealth from something overwhelming and all-consuming towards a resource to be deployed to help you positively impact the things that you value most.
In this book, you will learn to: Understand your Wealth Structure, Articulate your Wealth Identity, and develop a comprehensive Wealth Strategy regarding key dimensions of consumption, investment, philanthropy, and legacy.
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[…] What To Do When You Have More Money Than You Need – Our conversation was much more focused on wealth and how to think about it […]