Investment Management - New York, New York, United States
Family Office Impact Integration Advisory services, aligning your wealth with your values across asset classes while maintaining or growing your financial bottom line. Elite Life Coaching for Next Gen Changemakers, pivoting your life to work better for you.Strategy Session Facilitation services:- Facilitating Board Retreats- Facilitating Impact Deep Dive Retreats for Family Office gatherings, wealth advisor client perks, and other groups aspiring to more alchemy between their wealth and their impact in the world.
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