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We Needed to Get a Handle on Our Investment Portfolio

My family and I needed to get a handle on the long-term management of our wealth. Otherwise, we wouldn’t have a family fortune anymore—only the memory of it. What could we do to reverse the tide of our financial fortunes? Crafting a solution demanded the use of all the financial and business training I was fortunate to get at the Harvard Business School and in the volatile business of investment management. When I understood the extent of our family’s long-term asset-erosion problems, I presented the facts of our situation to my family. Talk about breaking a family taboo! Can you imagine convening a meeting of your family members to discuss the family’s financial health? I can and did, and by reading this book, you’ll be able to do it as well.

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