The Future of Wealth Planning: Q&A
Global families and advisors are entering a new era of wealth planning shaped by NextGen values, digital transformation, and the balance between technology, trust, and long-term governance.
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Investor Series
49 posts
Thought leaders and their journeys, insights, strategies and their role in private investment.
International Wealth Planning: Current Landscape and Challenges
Modern international wealth planning integrates tax efficiency, compliance, and succession. Learn how global families structure assets across jurisdictions to preserve wealth, ensure transparency, and maintain long-term continuity.
Expert Insights on Latin America’s Startup Ecosystems
Latin America’s startup ecosystems are evolving fast. From fintech and AI to healthtech and venture capital, the region offers unique opportunities and challenges for global investors seeking sustainable growth.
The World Is Flat, and So Is the Future of VC
Innovation is decentralizing, enabling startups to thrive outside traditional hubs like Silicon Valley. Emerging regions attract talent and investment through supportive policies, fostering diverse and profitable ecosystems.
The Hidden Engine of Clean Energy: How Tax Equity Is Powering the Next Era of Renewables
Neil Winward, CEO at Dakota Ridge Capital on tax equity, how it’s changing, and why now may be the most important time yet for investors to pay attention.
Entrepreneurship Through Acquisition: A New Path to Business Ownership and Investment
Entrepreneurship Through Acquisition (ETA) is emerging as a viable investment strategy, offering lower risks and strong returns by acquiring established businesses, appealing to a diverse range of investors.
Alternative Investing: Diversifying Beyond Conventional Assets
Wyatt Cavalier explores unconventional investments, emphasizing diversification in niche markets like tequila barrels and collectibles. His insights stress the importance of relationships, due diligence, and adaptability for maximizing returns.
Nature as a Catalyst for Sustainable Investment Strategies
Kristian Nammack shares insights on sustainable investment, emphasizing ethical guidelines, climate tech innovations, and the importance of aligning profitability with environmental and social values in modern finance strategies.
Deploying Climate Tech for Impact: Inside Stepchange’s Mission with Anay Shah
Stepchange invests in early-stage software-driven climate tech, accelerating scalable solutions that combat the climate crisis. Focused on climate impact, inclusive teams, and product-market fit for rapid growth.
Eagle Venture Fund’s Values-Based Approach to Fighting Human Trafficking, Poverty, and Healthcare Challenges
Eagle Venture Fund leverages values-based investing to drive impactful change across human trafficking, poverty alleviation, and healthcare innovation, combining profitability with purpose to back transformative ventures and foster human flourishing.