An Approach to Managing Generational Wealth

A Family Office investment strategy should reflect the family’s values, vision, and purpose. As a result, no one size fits all when it comes to a Single Family Office asset allocation. We were privileged to host Christopher Rossbach (Managing Partner, J. Stern & Co.) on Aikya Connect, discussing various approaches to managing multi-generational wealth.
Watch this video to understand an approach to single-family office asset allocation.