Bridging Generational Divides
Align Investments with Impact and Sustainability
Caliya Connor2024-10-07T23:04:25+00:00
Study 2: Blue Skies Foundation
The Blue Skies Foundation, born from the sale of a family business decades ago, has a clear mission: to support education and promote values like equity and independence. With a $25 million portfolio managed by two investment managers, the foundation is successfully fulfilling its financial goals. But, has yet to actively integrate environmental sustainability or...
Modern Wealth Management: Bridging Generations, Values, and Technology
Caliya Connor2024-10-07T23:12:02+00:00In today's rapidly changing financial landscape, families and foundations are increasingly facing complex challenges that span generations. Whether it's transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or navigating the intricacies of wealth transfer, these transitions often involve more than just financial considerations—they encompass legacy, values, and family dynamics. By bridging generations, values, and technology,...
Modernize Wealth Management for Generational Success
Caliya Connor2024-10-07T23:02:02+00:00
Case Study 1: The Francesco Family
The Francesco Family’s wealth is deeply rooted in real estate. However, as Mr. Francesco, now in his 70s, has gradually sold off most of his properties, the family is now facing new financial challenges. Their portfolio, valued at approximately $60 million, remains diversified but is still managed through largely manual, paper-based processes. Mr. Francesco...
Outsourced Consolidated Reporting
Markdale2024-09-30T19:06:29+00:00Outsourced Consolidated Reporting can be critical to successful investment management. The problem is most investors don't know what they're missing. When, they're often missing the big picture and can only estimate their portfolio value and performance. Instead of knowing the facts. The reasons are obvious. One investment advisor gives you a statement showing the investments held with their own firm, then...