Best Investing Advice from Family Office Leaders

Send us Fan Mail In this lively exchange, top family office investors share the principles and mental models that guide their decisions — from gut checks to focus discipline. Key Takeaways: • The Mom Test – If you can’t explain the deal in one minute so a smart outsider understands, it’s too complex. • Happiness First – Success without personal fulfillment isn’t worth it; assess downside risk and personal payoff. • The Twitch Factor – Listen to your instincts when markets feel “off”; holding...