Placing the right financial bets takes time and effort – a tiered approach to wealth management is paramount.
Financial strategy, Portfolio management
Emilia Viera has spent the last 25 years teaching and consulting in the field of quantitative financial engineering and financial markets. As Founder and CEO of Casa de Investimentos, she helps private wealth owners take a long-term investment approach and intergenerational focus.
She holds a degree in Business Management from the University of Minho in Portugal, a masters in Finance from the University of Lancaster, and has worked with top financial institutions from London, Paris, Zurich, Singapore, and many more. Emília has written over 200 articles and essays on investing for several leading publications in Portugal.
For family offices looking to protect and grow family wealth, a time-horizons’ tiered approach to wealth management is paramount. For those charged with financial decision making, these time projections are arguably the most sensible strategy to preserve, grow and transfer wealth within a family context. We look at how pine nuts, pine trees and oak trees can secure wealth for future generations.