How Latin American Families Are Balancing Risks and Returns

Campden Wealth, in partnership with Morgan Stanley, has carried out a detailed analysis of the region’s wealthy families in Risk and Return in Latin America, based on quantitative surveys of 45 ultra-high net worth Latin American family business executives and 12 interviews. “It’s very important for us to have a direct dialogue with clients. We want to keep our finger on the pulse of what’s driving their decision-making (in their) family office, their structures and how they allocate capital,” says James Jesse, Morgan Stanley’s head of international wealth management. The report looked at issues such as how families navigate the risks of doing business in Latin America and the challenges they face in managing investments as their companies and investments increase in size

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