On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40).

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected]. 

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.