The longer the time horizon, the more essential it is to integrate environmental, social, and governance (ESG) factors into investment strategies. A leading multi-family office with a focus on multi-generational wealth management is at the forefront of this movement. Every … Read More
Customer Story
From Manual to Scalable: How Eos Foundation Drives Change With PeopleReturn
The Eos Foundation is a private family foundation endowed with the mission to break the cycle of poverty by investing in children’s futures and education and fighting for social and racial justice. Since 2018, Magdalena Punty, the Director of Research … Read More