WHER Chat: Rise of Impact Investing in Family Office

A prominent finding among family office portfolios is the rising interest in impact investing and purpose-driven wealth, especially by the next generation. According to the 2018 GIIN Annual Impact Investor Survey, about 229 of the world’s leading impact investor organizations manage over $228 billion collectively in impact assets. More than one-third of  family offices are involved in impact investing, increasing 4.2 percentage points from 2016.

Join the discussion at the upcoming 2019 NAWRB Conference on Aug 4th-6th in Pasadena, CA, as industry experts address this issue and more affecting the economic ecosystem. We would love to hear your take in the comments below! 

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Elder Financial Abuse, Private Wealth – What Are You Doing to Protect Yourself?

Elder financial abuse is a growing problem, leaving destroyed relationships and economic destruction in its wake.  From straightforward theft to slow development through complex relationships, the tremendous loss of wealth incurred by senior citizens results in premature deaths and intergenerational loss of wealth. It ultimately rips at the fabric of society as a whole as trust among family members and faith in financial institutions are destroyed. 

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Introducing 2019 Conference Speaker Dr. Alexis Crow!

NAWRB’s 2019 Solutions.Housing.Equality SHETalk Speaker Dr. Alexis Crow is Lead, Geopolitical Investing practice, PwC Senior Fellow, Columbia Business School; Global Business and Economics, Atlantic Council. In her role, she is leading corporations and asset managers to capitalize on dislocations in order to profit and expand around the globe. Previously, she was Managing Director at New York-based G2 Investment Group, where she was responsible for developing investment strategies for the firm, and for providing counsel on geopolitical issues across asset classes.

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WHER 2019 Excerpt: Women’s Representation in Global Wealth

Women’s financial empowerment has been bolstered by access to education, increasing participating in the labor force and a growing number seeking entrepreneurship as a means of wealth building. According to the Winning Women: Key Insights for Wealth Firms Targeting Today’s Dynamic Female Clients by Clearview Family Wealth, WealthBriefing, Wealthmonitor and Boston Multi Family Office, surveying 35 wealth-holders, business owners, family office professionals and advisors, women control an estimated third of the world’s private wealth. In the United States alone, women are the primary earners in 40 percent of households.

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NAWRB CEO Desiree Patno Hosts Fireside Chat with Houston Astros President Reid Ryan

NAWRB CEO & President and NDILC Chairwoman Desiree Patno will host a Fireside Chat with Reid Ryan, President of the Houston Astros, CEO of Ryan-Sanders Baseball Inc., and son of Baseball Hall of Fame pitcher Nolan Ryan, at DC Finance’s Houston Family Office & Wealth Management Conference in Houston, TX on May 16th.

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White House Creates “Opportunity and Revitalization Council” for Opportunity Zones

On Wednesday, Dec. 12, 2018, the White House announced that it would be exerting more governmental resources to facilitate the development of the Opportunity Zone tax incentive with the establishment of the White House Opportunity and Revitalization Council. Department of Housing and Urban Development Secretary Ben Carson will serve as council chair among representatives from thirteen agencies.

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NAWRB to Discuss Opportunity Zones at DC Finance’s Real Estate Family Office Meeting

NAWRB will attend DC Finance’s Real Estate Family Office Meetings: Opportunity Zones on Wednesday, December 12th, 2018 in New York City. Desiree Patno, CEO & President of NAWRB, and Chair of the event, will host a fireside chat with Chelsea Amelia Cruz, Associate Director of Community Development Finance at Federal Reserve Bank of New York, and John Cochrane, Senior Associate at the U.S. Impact Investing Alliance. She will also interview Karen Przypyszny, Managing Director of Special Initiatives at The National Equity Fund. NAWRB will seek eligible participants to join us in commenting on the recent proposed regulations for the Opportunity Zone tax incentive.

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NAWRB to Attend DC Finance’s Florida Family Office & Wealth Management Conference

DC Finance is hosting its annual Florida Family Office and Wealth Management Conference tomorrow, December 4th, in Miami Beach, Florida. Over 150 of the top high net worth individuals and family office executives will be in attendance, allowing attendees the opportunity  to interact with the region’s select group of senior investment executives from affluent family offices with delegates including family members responsible for managing family assets, legal issues, and private matters.

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DC Finance Texas Family Office & Wealth Management Conference

Join NAWRB along with Single Family Office executives and Ultra High Net Worth Individuals (UHNWI) at DC Finance’s Houston Family Office & Wealth Management Conference on Monday, April 23rd at The Houstonian in Houston, Texas. Desiree Patno, CEO & President of NAWRB, will moderate The Real Estate Panel to discuss opportunities and actionable solutions for addressing global housing issues, tax reform and a new mindset taking over the industry.

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