Jochen Wermuth has emerged as one of the leading forces promoting sustainable investing for family offices through his firm, Wermuth Asset Management.
Q & A
- Q & A
- Q & A
Carol Schleif, chief investment officer at BMO Family Office, has been in the financial advisory space for more than 40 years.
- Q & A
Richard Wilson is the founder and CEO of the Family Office Club, a club with over 4,000 registered ultra-high-net-worth investors and family offices.
- Q & A
A pioneer in impact investing, Freundlich founded ImpactAssets in 2010.
- Q & A
Adam Lipton is a senior wealth adviser and shareholder at Truepoint Wealth Counsel, a Cincinnati-based wealth management firm. Lipton advises families and professional athletes, strategizing, structuring and managing portfolios with a minimum value of $3 million.
- Q & A
Amit Bhouri, CEO of the Global Impact Investing Network and a pioneer in impact investing, addresses what he sees as a backlash against ESG investing in the U.S. as well as his long-term vision for impact investing.