Tag - #family office

Briding-Generational-Divides

Bridging Generational Divides

Case Study 3: Daughter's Ambition

Laura and her brother want their investments to make a positive impact. However, their father’s conservative approach has long controlled the management of the family’s $60 million portfolio. Although his track record is strong, his unwillingness to share financial details or involve his children in decisions has caused tension. The next generation is eager to...

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aligning-investments-with-impact-and-sustainability

Align Investments with Impact and Sustainability

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...

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Bridging-Generations-Values-and-Technology

Modern Wealth Management: Bridging Generations, Values, and Technology

In 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,...

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