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Redefining Legacy: Aligning Generations in a World of Accelerated Change
Transformation is inevitable; the choice is yours. Will you lead your legacy into the future, or will you let it fade into irrelevance?
Dec 19, 20244 min read
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The Time-Poor Reality: When Legacy, Fear, and Intimacy Collide
Time poverty isn’t just an inconvenience—it’s a direct threat to the values they believe safeguard the family’s wealth.
Nov 19, 20243 min read
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Deal Flow and Deal Quality: Untangling a Common Misperception in Family Office Investments
Deal flow and deal quality are like two peas in a pod, not the same sour lemon. They work together but are not interchangeable.
Oct 21, 20242 min read
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The Root of Dying Legacies: Miscommunication and How to Overcome It
Miscommunication between generations can negatively influence your Family Office.
Sep 16, 20245 min read
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Breaking Barriers: How Collaboration Can Secure Your Family Office Legacy
With fewer than 10% of Family Offices not making it beyond the third generation, we are at a crossroads. The good news is, you have a choice
Jul 20, 20244 min read
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Mastering Impact Investing Through Emotional Intelligence
Alternative investment portfolios are no longer financial receipts and growth. They are rather a reflection of a family business’s values...
Jun 18, 20244 min read
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Legacy and Logic: Value-Aligned Investments for Generational Impact
The current family office framework is being challenged due to tradition and lapses in intergenerational communication.
May 27, 20243 min read
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Shaping Futures: How Modern Communication Transforms Legacy in Family Offices
Over 60% of wealth is moving to women. Yet women's representation in leadership roles within these offices remains a meagre 15-25%.
Apr 8, 20243 min read
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Changing the Game with AI-driven Alternative Investment Decisions for Family Offices
Imagine a world where alternative investment decisions were made without the emotional complexity that often comes with them.
Mar 26, 20243 min read
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Flipping the Coin: Transformative Communication in Family Offices
‘Flipping the coin’ on communication invites you to explore alternative ways to embrace a new perspective.
Mar 4, 20243 min read
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The Paradigm Shift: From Wealth Planning to Legacy Planning for Family Offices
Values-aligned investment signifies a profound change within Family Offices, reshaping their approach to legacy planning.
Feb 14, 20243 min read
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The Genesis of Equati
Equati is the fusion of 3 key principles: legacy, stewardship of opportunities, and innovation.
Feb 14, 20243 min read
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Navigating the New Era of Wealth: The Great Wealth Transfer and the Rise of Female Beneficiaries
While women are poised to inherit more than 60% of this $84 Trillion, the implications extend far beyond the mere accumulation of wealth.
Feb 13, 20243 min read
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