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Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedemann believed the lack of these two critical elements were the underlying reason for his own family’s experience with trustees and wealth managers since the turn of the 20th century.

Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg

Succession planning across multiple generations is likely to be one of the biggest struggles of managing a family business. Research from consulting firm Ernst & Young suggests that 80% of companies will change management within a given 10-year period but 62% have not yet picked a successor.

Facing Argentina’s Currency Crisis: Q&A with Praxis’ Diego Ros Rooney

After an economic boom in 2017, Argentina’s currency has spent much of this year plummeting. The peso has lost nearly 54% of its value against the U.S. dollar (USD) since the start of the year.Nervous about the economy, President Mauricio Macri has introduced austerity measures and cash handouts to prevent a meltdown. Foreign and domestic investors in Argentine assets are now faced with a potential crisis.

Q&A With India’s Impact Investment Pioneer: Avishkaar’s Vineet Rai

Vineet Rai set up what is widely considered to be India’s first social impact investment fund in 2001. What started as a micro-fund management company with approximately $60,000 has grown to nearly $300 million. Rai’s experience working in the dense forests of Odisha and leading the Grassroots Innovations Augmentation Network helped him understand the need for capital in underdeveloped rural sectors. The Aavishkaar-Intellecap Group now manages investments in social enterprises leading rural microfinance, sanitation, education, energy and agricultural development.

Tackling Cybersecurity Risks: Q&A with Andy Hart of Delegate Advisors

Family offices are particularly vulnerable to cyberattacks and the long list of cybersecurity threats they face continues to grow.In recent years, Andy Hart, Managing Partner of San Francisco-based Delegate Advisors, has become increasingly focused on the growing risk of cyberattacks and has bolstered cybersecurity at his multi-family office with sophisticated software and regular audits.

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