“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.
“Clear, concise and motivational.”
“Eloquent quips, spot-on observations, relevant reflections, and a beautiful blend of reality, levity, and optimism. ”
“I want to express my gratitude for this piece. In my role, it is particularly useful in working with family members. ”
“One of the clearest expressions I’ve read of the quiet tensions between structure, purpose, and evolution in the wealth space.”
