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Podcast Archives: Family Offices

Episode 85 | June 2, 2020

Next Gen Advisor Steers Resilient Course During the Pandemic

Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley

A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked […]

Episode 76 | April 9, 2020

Advising Clients for the Long Term during the Pandemic

Laura J. LaTourette, CFP, Family Wealth Management Group

LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.

Episode 65 | December 11, 2019

Turnkey Solutions for Donor Advised Fund Impact Investing

Adam Rein, Co-Founder of CapShift

Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor advised fund (DAF) market.

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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