Wealthy Families Say No to Most Investments. Here's Their Filter.
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Wealthy Families Say No to Most Investments. Here's Their Filter.
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For years, I asked one question about every investment: will this grow my wealth? Friends brought me public companies. Old coworkers brought me startups. Cold emails showed up with decks attached. I spent evenings and weekends running numbers, and I ended up with a portfolio of yeses that never worked together.
Wealthy families ask something different: does this fit what we’re building? That one question lets them say no to almost every investment that crosses their desk, and they don’t feel like they’re missing out.
I’ll walk you through the three filters they run before an investment gets a single dollar. One defines what your portfolio is for. One asks whether there’s an open seat. The third turns due diligence upside down, and it’s where Marco, a family office CIO I interviewed, gives the advice I use most.
Changing the question gave me back my time and took away a lot of the anxiety. It even saved a few friendships, and I’ll tell you how.
By the end, you’ll know which question you reach for first, and which filter would have stopped your last investment.