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Trustee Investing: Best Selling Business Writer Nick Bilton gives a great lesson

Uncategorized Jul 9, 2014

Hey Florida trustees:   thinking of investing trust assets in that IPO, hedge fund, alternative investment or maybe some privately held interests you have access to?  Florida trustees, and fiduciaries, should consider a recent New York Times article by best selling author Nick Bilton before investing trust funds.

Author Nick Bilton: Great Writing and Great Investment Lessons

  • Nick Bilton writes for the New York Times, www.nytimes.com but is also a published author: Hatching Twitter. www.nickbilton.com , www.hatchingtwitter.com.
  • Nick Bilton covers the business and tech beats, and, perhaps without knowing it, gave a great lesson, perhaps reminder, to trustees regarding investing trust assets.
  • Be careful about trying to find the next best thing or the next Apple or Facebook

Trustees:  Caution is Required– Many Investments Fizzle

  • Nick Bilton’s recent New York Times article  reveals just how many start ups don’t make it—even with venture capital backing them, great publicity, including celebrity A-list supporters ,and great media coverage in business mags.
  • While you have your Facebooks and Twitters that come along now and then, many great ideas, and great entrepenuers, just don’t make it.

Trustees: Be Cautious:  Invest, Don’t Get Sold

  • In the investing world:  don’t get sold, trustees
  • Wealth management offers you many investment options
  • Pick the ones which are right for your trust, not which are just being sold as a product of the week
  • Alternative investments?  Hedge funds?   Private equity?  Sure, they may all be appropriate for the right investors, the right Family Trust, depending on a number of factors, including risk tolerance and diversification
  • Be guided by Florida’s prudent investor rule: not necessarily a sales pitch from a broker or a “wealth management professional”
  • After all, even great ideas can fail as a business
  • Check out Nick Bilton’s article for more revealing guidance: http://bits.blogs.nytimes.com/2014/06/29/after-a-fast-start-a-fading-path-looks-to-reinvent-itself-again/?_php=true&_type=blogs&ref=business&_r=0