Subscribe and learn how to navigate the transitional period after wealth
Get peer-driven insights every Thursday. Plus, get access to this 60-minute session with Dan Pink, 7-time New York Times bestselling author, where he explains how to navigate life when work becomes optional.
Subscribe to Beyond Wealth
Dan's advice on navigating this period of life:
- Don't think it out, act it out. Why experimentation is your most powerful tool, and how to use it without getting stuck.
- Instrumental vs fundamental reasons. Which are stopping you, and which will help you find meaning in your next chapter.
- Passion is a bad compass. Two better questions to ask yourself to find what matters to you.
- You need a new scorecard. Practical options for new ways to measure success, based on the Harvard Study of Adult Development.
What you'll get every Thursday
Money and markets
What peers hold and how it shifts. Allocation, tax, debt and private credit, benchmarked against member polls and professional research.
Private markets perspectives
Learn how the structures work in simple terms, and get actionable insights on how to the best navigate them.
Life, health and family
See how peers navigate the personal decisions that come with significant wealth. Children and inheritance, health, education, security, and what things cost.
Hear from our readers
Opportunities sourced and evaluated
Our investments team develops relationships with managers it wants to evaluate rather than relying solely on inbound opportunities. Each prospective offering goes through a formal underwriting process before members see it.
Diligence tested by members
Members review the materials, ask questions, share manager references and contribute relevant industry knowledge. The investment team responds directly, and substantive new information becomes part of the diligence record.
Members decide privately
Review everything. Participate only when the opportunity fits your portfolio and you understand the risks. There is no committee decision and no expectation to invest.
Subscribe and get access to the full session
Get peer-driven insights every Thursday. Plus, get access to this full 60-minute session with Dan Pink, on how to navigate the transitional period after signifcant financial success.
