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Joined October 2022
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29 Photos and videos
The #Risk Cockpit
"If you overestimate #control, you end up taking excessive risk. You ignore #diversification, you lack #discipline in your trading. You sell low & buy high, which is a documented behavior among retail & even institutional #investors."
publications.investmentsandw…
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Black Swan, Gray Rhino (Pt. 2)
"I prefer 'risk-seeking' or 'risk-avoidant.' & I like to challenge people who say they’re risk-averse. Many of them are simply #people who want more information, who are #risk-savvy, who make better #decisions. ”
publications.investmentsandw…
@iw_inst
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Black Swan, Gray Rhino (Pt. 1)
"The gray part of the metaphor is a reminder that we are surprisingly #vulnerable to obvious things; we’re not as good at dealing with them as we think." - Michele Wucker in #Investments & #Wealth Rev
publications.investmentsandw…
#Give #Legacy #Values
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Driving #Growth, Delivering #Excellence
" Wealth Is Changing
Environmental, social, & governance (#ESG) #investing & strategic #philanthropy have moved from niche interests to core client demands." - #Investments & #Wealth Review
publications.investmentsandw…
#Give #Legacy #Values
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Get's the job done. Thank you!
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Domain Expertise: For Those Who Seek to Serve Wealth
"the keenest need is for the #family to have an overall #strategic #plan & #business model that is designed to accomplish its #goals." - #Investments & #Wealth Review
publications.investmentsandw…
#future #mission #priorities #home
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Family Wealth Education
"Education is the key to managing family wealth for #future generations.
Studies have revealed a staggering 70% of first generation wealth is not purposefully transferred to the next generation, rendering #familywealth #education a crucial " - @NuveenInv
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Effective #Multigenerational #Family #Meetings About #Business & #Wealth (Pt. 2)
"#life lesson they believe most important to impart to their #children, #affluent #parents cited “#financial know-how.” Yet, #families still- hard talking about #money."
lnkd.in/gS6KE9vf
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Conducting Effective #Multigenerational #Family #Meetings About #Business and Wealth (Part 1.666)
What is the major cause of failure of a #familymeeting? Most often, it is incomplete #planning.
Download & read full report here:
dennisjaffe.com/download/a-h…
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Conducting Effective #Multigenerational Family Meetings About #Business and #Wealth (Part 1.333)
Survival can only happen through focused, informative, trusting & productive family meetings
Lack of information & #transparency can lead to distrust &the perception of unfairness
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Conducting Effective #Multigenerational Family Meetings About #Business and #Wealth (Part 1)
To survive as a family #enterprise, the family must share information, #values, expectations, responsibility and planning across generations.
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Cracking the code of constructive #family meetings in @familybizmag (Pt. 2)
"The whole family may agree to strive to adopt these standards for all their #communication & #behavior together."
#FamilyBusiness article below:
familybusinessmagazine.com/g…
#Black #Tech #Wealth #Plan
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Cracking the code of constructive family #meetings (Part 1)
"Families who want their meetings to be safe havens must confront these bad #habits and decide to help each other change." - @FamBizMagazine
familybusinessmagazine.com/g…
#Wealth #CodeofConduct
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Cracking the code of constructive #family meetings (Part 1)
"#Families often have a number of #badhabits — dominating, interrupting, blaming — that inhibit #communication.
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Happy Spring Holidays & #Betting Better Tomorrows🍍🌦️🌴 It's a #bet we're attaining better tomorrows!
Check it out & enjoy on LinkedIn or our Website!
linkedin.com/pulse/happy-spr…
or
africanhbd.com/blog/betting-…
#Giving #Black #personalfinance #Gratitude #volunteerism #Planners #spring
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Happy #Spring Holidays & #Betting Better Tomorrows🍍🌦️🌴 It's a #bet we're attaining better tomorrows!
Check it out & enjoy on LinkedIn or our Website!
linkedin.com/pulse/happy-spr…
or
africanhbd.com/blog/betting-…
#Giving #Black #personalfinance #Gratitude #volunteerism #Planners
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#Money and Meaning: Implementation of Effective Family Governance Structures by MMC Institute
"#Governance should be the servant, not the master, of the #family."
mmcinstitute.com/wp-content/…
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Rising #Gen Engagement & #Education (Pt .2)
#RELATIONSHIPBUILDING. As shared earlier, the rising gen want to understand roles & be clear about expectations.
AGENDAS. They prepare an agenda in advance & share it with the #beneficiary.
publications.investmentsandw…
#Planners #Black
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