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Podcast Archives: Family Offices

Episode Webinar | April 11, 2019

How to Bridge the Generational Divide and Transition Your Sustainable Practice

Randy Kaufman, Senior Vice President, EMM Wealth; David Aaron, Co-CEO and Chief Investment Officer, EMM Wealth; Glen Macdonald, Bronfman Rothschild Managing Director, Impact Investing Advisor

Our panelists discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients, including how wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy. Learn how the divide between multi-generational investors can be […]

Episode 35 | March 4, 2019

Blending Behavioral Finance and Multi-generational Impact Investing Advice

Randy Kaufman, Senior VP & Strategic Growth Advisor, EMM Wealth

Kaufman talks about how incorporating behavioral finance principles with impact investing advice can strengthen client relationships with family offices and foundations. She especially likes working with women who are stewards of family wealth.

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