The Inner Circle

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  • 1.  Family Offices and High Networth Individuals - Resources

    Posted Dec 01, 2022 10:26:00 AM
    Can anyone point me to resources like ISACs, ISAOs, forums, etc that talk to the special needs of Family Offices and High Networth Individuals?

    Thank you.

    Cheers,
    alex.

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    Alex Sharpe
    Principal
    Sharpe42
    [email protected]
    Co-Chair Philosophy & Guiding Principles Working Group
    Co-Chair Organizational Strategy & Governance Working Group
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  • 2.  RE: Family Offices and High Networth Individuals - Resources

    This message was posted by a user wishing to remain anonymous
    Posted Dec 02, 2022 08:12:00 AM
    This message was posted by a user wishing to remain anonymous

    Check with Chris Roberts.  He probably has something.


  • 3.  RE: Family Offices and High Networth Individuals - Resources

    Posted Dec 02, 2022 08:29:00 AM
    Thank you anonymous.
    ​​

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    Alex Sharpe
    Principal
    Sharpe42
    [email protected]
    Co-Chair Philosophy & Guiding Principles Working Group
    Co-Chair Organizational Strategy & Governance Working Group
    ------------------------------



  • 4.  RE: Family Offices and High Networth Individuals - Resources

    Posted Dec 05, 2022 08:20:00 AM
    Hello, if you do find anything useful can you share please? I would also be interested in this area.

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    Louise Forrest
    Philip Morris International
    Philip Morris International
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  • 5.  RE: Family Offices and High Networth Individuals - Resources

    Posted Dec 05, 2022 11:46:00 AM
    Will do, Louise.

    So far, there has not been much of a reply from CSA members. I have uncovered some items through other channels which I am more than willing to share. Just give me a few days to see what else can be found.

    Cheers,
    alex.

    ------------------------------
    Alex Sharpe
    Principal
    Sharpe42
    [email protected]
    Co-Chair Philosophy & Guiding Principles Working Group
    Co-Chair Organizational Strategy & Governance Working Group
    ------------------------------