In this insightful podcast episode, Ash Allen sits down with Elisabetta, a seasoned expert in wealth management and investment strategy, to discuss the significance of family offices, investment policy statements (IPS), and strategies for maintaining intergenerational wealth. They delve into the role of financial literacy, particularly how younger generations benefit from early financial education and why family offices should have clear structures and defined processes to manage wealth. Elisabeta emphasizes the importance of having a structured IPS, the value of diversification, and the pros and cons of private vs. public equity investments. She also provides guidance for families on underperforming investments, suggesting alternatives like small-cap public equities. The conversation concludes with actionable advice for entrepreneurs and executives looking to maximize their wealth through structured planning and informed decisions.
Elisabetta Basilico, PhD, CFA
Linked in page: https://www.linkedin.com/in/elisabetta-b-aa6142/
X profile page:https://x.com/ebasilico
IG page:https://www.instagram.com/wealthmamma/
book: https://link.springer.com/book/10.1007/978-3-030-26692-9
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