Verified recordInvestment Management

Anna R.

Family Board Member at Family Office

Based in United States

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Seniority

C-Team

Department

General Business & Management

Location

United States

Industry

Investment Management

Company size

665

Contact information

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Email

1 credit

a•••••••@familyyoofficee.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Anna R.

As a core member of the family board, I have deep experience in global wealth management and intergenerational inheritance, and have more than ten years of practical experience in top financial institutions and family office governance. I am proficient in dynamic analysis of global capital markets and diversified asset allocation strategies, and am good at building customized risk management frameworks. I am committed to achieving long-term value creation and sustainable wealth inheritance for ultra-high net worth families and institutional investors. At the same time, I actively lead the layout of impact investment and ESG strategies. While inheriting the century-old family spirit, I create outstanding wealth growth and social value for partners through innovative capital operations and forward-looking strategic planning.

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Anna R. Email & Phone Number @ Family Office | Kipplo Discover