August 18, 2020

New Normal is a Dangerous Myth 

Today we share a 20-minute interview we did with Andrea in June. Originally from#Italy and now based in#Romania, Andrea is the CFO of a company manufacturing telecoms equipment. https://www.youtube.com/watch?v=t6Jr4fJZgZ4&t=55s Our thoughts – Everyone talks about the “New Normal,” as if there’s a guarantee that life will return to normal. For many geographies and industries?#NewNormal doesn’t …

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Urban Flight?

Here’s a 20-min interview we did with Patrick. After spending nearly 30 years in the #USA, he moved to #Indonesia to run a farm. https://www.youtube.com/watch?v=lTLq-gQMXjk&t=141s Our thoughts – Our thesis is that the pandemic has not created anything new but accelerated pre-existing trends. For those with the means, leaving densely populated urban areas will be …

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Economic Contraction in Singapore

We share a 20-minute interview we did last month with Sébastien GRAVIERE. Originally from #France, he is a Partner in a #Singapore based Trust company – https://lnkd.in/gbeMvZR This 20-minute conversation with Sébastien shows he’s optimistic. But here are my thoughts: 1. Singapore expects to lost 200,000 jobs. 60% of these are expats. Assuming there are …

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Largest Wealth Transfer in History 

1. #BabyBoomers are retiring and are passing trilions to their children in the biggest generational wealth transfer…ever. 2. The present pandemic has meant – a. severe travel disruptions b. expected tax increases c. concerns over our own health and mortality ..Now the business case for setting up #familyoffices is even more compelling 3. Jurisdictions like …

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