This week I got to do something I have never done before: sit on a stage with my husband, in my hometown, in front of a room full of people who help manage some of the country's biggest family office fortunes
Courtney and I were invited to speak at Prime Quadrant's annual conference this week and they are an independent multi-family office that works with more than 260 ultra-affluent families and consults on about US$18.5 billion in assets. In other words, this was the room where the real deals get done.
It was also moderated by one of our closest friends Sylvia, who, fun fact, got ordained and married us in our backyard.
We got into the conversations most people avoid entirely: prenups, power, and what it actually means to build wealth together.
So let's skip the gatekeeping and get to what actually mattered in money to health, investing and building a business. These are the seven lessons I’m bringing back from that conversation.
What we get into:
Why being underestimated is the best advantage I have ever had
The money conversation Courtney and I had on our fifth date that some couples still haven’t had three years in.
My streamlined investment thesis and what founders I’m investing in next. If you’re looking to raise money from me, read this first.
How Courtney thinks about writing a $100K to $10M check and how we approach our investing together.
I wanted to be a power couple. Courtney told me that wasn’t the dream but this was instead.
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