Portfolio strategies
Rethinking family office succession
Succession planning is one of the most important phases for family offices. A smooth transition is facilitated by a well-designed wealth planning strategy.
We continue to build a diverse workforce and a culture of inclusion and belonging. This includes making our diverse talent more visible and represented in leadership positions, talent pipelines and recruiting. We create space for all colleagues to ask uncomfortable questions and advance their thinking and learning.
Our social impact efforts focus on engaging our colleagues in building resilient communities. We encourage colleagues to support the causes, social issues and communities that are important to them through our non-profit partnerships, global volunteer initiatives and company match of individual charitable giving.