Family Offices Can Help Upgrade Humanity--from UN Family Office Summit Presentation

The Wall Street Journal calls Family offices “Disruptive Force” entities. Forbes notes that impact investing as one of the top trends in family offices as consumers and employees, as well as the world at large, are putting pressure on organizations to do what is best for people and the planet before driving the profit agenda. An increased focus on impact investing within purpose-driven family offices is already being seen, and this trend is expected to continue into 2019 and beyond.



As disruptors in finance…You Have the Power to Change the Future

What impact will you have with your clients as stewards of our collective legacy?

I love this quote by Ralph Waldo Emerson…“To leave the world a bit better, whether by a healthy child, a garden patch, or a redeemed social condition; to know that even one life has breathed easier because you have lived - that is to have succeeded.”

Remember we are writing and rewriting our legacy every day. Family Offices have a key role to play in impact and it's my honor to be here with you today to tell you how.

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