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Forbes Expert Panels: Client Trust and Risk Culture
Trust is built in the hard conversations.
Trust is built in the hard conversations.
Beyond his authored columns, Ahmad Ashrafi contributes regularly to Forbes Expert Panels, the roundups where Forbes Finance Council members answer one question in a few sentences each. Three recent contributions are worth keeping in one place, because together they read like a short version of how Infinity⁹ operates.
On tough client conversations (February 2025): "Tough conversations aren't just about delivering bad news; they are an opportunity to reinforce trust." Read the panel
On choosing a banking partner (December 2024): "Don't chase the highest interest rates. Instead, strive to partner with banks that understand your future value, not just your current revenue." Read the panel
On building a risk culture (October 2024): "We say we can tolerate risk, but we can't tolerate uncertainty. Therefore, we leave no stone unturned before making a decision." Read the panel
Three answers, one thread: trust is built in the uncomfortable moments, relationships beat rates, and diligence is what makes risk tolerable.
Ahmad Ashrafi is Founder and CEO of Infinity⁹ in Miami and Chief Investment Officer of A9 Family Office. Since 2012 he has managed capital for Latin American families, today more than 75 families across 10 countries. He studied at Babson College, with specializations at Harvard in family office wealth management and at MIT in real estate investment, and is a member of the Forbes Finance Council.
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