Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.
Generational wealth piling up in family offices with new, younger leadership will profoundly change the investment landscape. Across the board, in every asset class and segment, especially in the venture capital and startup world. Great article from PitchBook for a weekend read. As young financial advisors we were trained to look for "the money in motion"; the job change, the home sale etc... This will make all that look like, what's 38 levels below peanuts?
分享动态