“Meet the Integrator”
A new framework for ultra-high-net-wealth individuals (UHNWI) and family offices seeking to align wealth with purpose.
Instead of preserving dynastic wealth at all costs, Integrators prioritize shared prosperity, ethical investing, and social impact as core elements of their wealth strategy.
This paper outlines the tensions between the Integrator and the traditional wealth management/family office industry, and then offers 6 principals to design things differently.
“Eloquent quips, spot-on observations, relevant reflections, and a beautiful blend of reality, levity, and optimism. ”
“Clear, concise and motivational.”
“I want to express my gratitude for this piece. In my role, it is particularly useful in working with family members. ”
