Adam Hoffman shared Family Cultures: Investing in the Rising Gen
Adam Hoffman shared Family Cultures: Investing in the Rising Gen
About: Adam Hoffman LL.B TEP is the President of Vesta Family Office, a single family office, and Vesta Wealth Partners, their Outsourced-Chief Investment Officer business division serving other family enterprises. His upcoming workbook Wealth Actualization: With Great Wealth Comes Great Responsibility includes a discussion of The Family Bank and how families can develop effective policies and procedures when deciding to apply financial capital to the family’s financial and non-financial pursuits. Adam is called to the Alberta Bar, is a member of the Society of Trust and Estate Practitioners holding their Trust and Estate Practitioner designation, and he recommends joining Purposeful Planning Institute to meet with like-minded family governance experts.
Adam can be contacted at adam.h@vestawp.com
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