Asher’s Odyssey
Family Office Adviser
WEALTH MANAGER
AUTHOR & SPEAKER
INVESTOR
Asher’s Profile
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Virtual CIO & Wealth Adviser
Asher is a virtual chief investment officer, private client & wealth adviser and a family enterprise practitioner to a curated few.
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Trusted Family Confidante
To them, he is a family confidante and first port of call for quick, immediate, insightful yet informal discussions on family governance, strategy, asset allocation and investment deal flows (private equity/ venture capital/ real estate / direct investments); with zero conflicts and exceptional industry network and knowledge.
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Proven & Generous Expertise
In essence, what makes Asher a standout is that he is always generous with his time and efforts and his track record evidences that.
Asher’s Private Client Solutions
Asher’s Service Offerings
Investment & Portfolio Management
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Private Investment Advisory
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Portfolio & Asset Allocation
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Liquidity & Risk Management
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Consolidation / Financial Reporting
Wealth Structuring & Business Strategy
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Wealth Structuring & Preservation
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Cross-Border Wealth Optimization
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Banking, Legal and Board Management
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Business Exits
Family Governance & Legacy Planning
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Multi-Generational Family Governance
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Succession Planning for Family Businesses
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Mediation & Conflict Resolution
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Family Education & Next-Gen Development
Family Office Management & Lifestyle Services
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Family Office Operations & Reporting
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Custom Family Office Solutions & Infrastructure
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Philanthropy Strategy & Impact Investing
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Lifestyle Management
The secret of change is to focus all of your energy not on fighting the old, but on building the new.