800 Fulton ’s Post

What are the key trends shaping family office services right now? Swipe through to read Head of Walgate Family Office Services Sarah Haile's thoughts in conversation with eprivateclient

✅ Sail through the complexities of wealth with BellWether's Family Office Management: ✅ Custom strategies to align investments with your life's milestones ➡️ Chart your family's unique path to prosperity with #BellWether. Meet #YourPersonalCFO. Get started with legacy building today! #WealthPreservation #FamilyLegacy #FamilyOfficeManagement

Fascinating data in the RBC North American Family Office Report around Responsible Investing in particular in renewable energy and climate. Increasingly philanthropy and concessionary capital investments understood along a spectrum of impact, where focus is shifting to impact investing, with double and triple bottom line. Read the full report below …

Dive into summer savings! Come in today and check out these hot deals before summer is over! #SummerSavings #HotDeals #SummerSale #SummerSpecials #LimitedTimeOffers #SeasonalDeals #PerformanceLincolnFord

Understanding Family Offices! 🌟 Curious about how ultra-high-net-worth families manage their wealth and preserve their legacies? Check out my latest article on family offices! 🔍 Key Highlights: What exactly is a family office? The vital functions they serve, from investment management to philanthropy. Real-life examples from the Walton, Koch, and Pritzker families showcasing the impact of family offices. Discover how these private wealth management firms help families navigate complex financial landscapes and secure their financial futures for generations to come. #FamilyOffices #WealthManagement #Philanthropy #FinancialPlanning #Investment #LegacyManagement

🎉🎂 Oakleaf turns 19 🎈🥳 Written in the wonderful words of our founder @Richard Colgan ... Monday 4th July 2005 was a momentous day for me - it was the day I got the train into London for the very first day of Oakleaf Partnership: my own personal Independence Day. I remember it vividly - it was both super exciting and absolutely terrifying in the same breath! 19 years have passed since that day and when I reflect on what we have collectively achieved I'm both humbled and proud. I took a huge leap of faith (in my own ability!) to invent and launch Oakleaf, but the Oakleaf is a symbol of courage after all! With a big mortgage and school fees to pay, it simply had to work. Thankfully, despite the challenges we have faced over the years, from the GFC to Covid and beyond, we enter our 20th year as committed to our customers as ever. Our corporate values and purpose (created and owned by Team OP) totally underpin our culture which, in turn, helps drive the way we treat our colleagues and our customers. At Oakleaf, we don't differentiate between clients and candidates - we only have customers - and I believe this is a unique differentiator in an increasingly crowded market. Over the last couple of years, we have expanded into both the Middle East and Europe, as well as broadening the product offering with our Technology, Change & Transformation (TCT) business. Today also marks the second anniversary of Oakleaf Partnership US - with 10 colleagues already on the ground in the US and with 250 cities bigger than Manchester, the growth opportunity in the USA is enormous. The last 15 months, however, have been particularly challenging for us all, but change is most certainly on the horizon and market sentiment seems to be improving. Long may that continue - it's well overdue. Finally, I want to say a huge thank you to all who have helped us on this journey. There can be no greater privilege for us than delivering solutions and helping change lives for the better. @Richard Colgan - Founder & Group CEO To see our journey timeline, click below or visit https://lnkd.in/erxZX6qh #BusinessAnniversary #OakleafPartnership #CompanyMilestone #Resilience #HRRecruitment

As we often say at Family Business UK, #Succession really is a process...not an event. And there are always other roles for the transitioning Gen to go into, to help them continue to share their passion (and knowledge) for the family business, even when the Next Gen become the strategic Now Gen. More power to you Bill! 96 and still going strong at Hales Sawmills Ltd #successionplanning #familybusiness #nextgeneration https://lnkd.in/eXkFRNbD

At Aldermore, our purpose extends beyond just our products and services. We are intentionally using our core business activities to address four societal issues in a specialised way. Learn more about our four pillars and what they mean to us. https://lnkd.in/eVCkad5h #AldermoreForYou #BackingYou #SocietalImpact

Ep. 110 - Family Office Governance & Investment Policy Statements Guest: Andrew Pitcairn - Family Council Chair/Director | Pitcairn MFO In this enlightening conversation, we explore the multifaceted role of education in wealth management and legacy planning with Andrew Pitcairn of Pitcairn, https://lnkd.in/gVFJrej5 emphasizing that it goes beyond financial literacy to include understanding one's family history and values. We discuss the holistic approach of a true family office, which encompasses investments, family dynamics, and transitions. The conversation also delves into the complexities of transitioning from a single-family to a multi-family office, the importance of Family Councils, and the role of governance in maintaining family unity. We wrap up by discussing the significance of real estate as a hard asset in legacy building, underscoring the idea that a strong investment portfolio and good governance are interdependent. This discussion aims to provide valuable insights for families looking to preserve their wealth and legacy for future generations. Watch the episode here: https://lnkd.in/gVFJrej5 #familyoffice #familyoffices #foreinstitute #djvankeuren #familyofficerealestate #realestateinvesting #singlefamilyoffice #realestate

Reflecting on one year of Kris's real estate journey feels like a lifetime of lessons packed into 365 days. From the 'you're too young' comments to closing deals, it's been a rollercoaster ride with Kris at our side. 🎢💼 So grateful for the support, even if it comes with a side of office banter and occasional bullying. Here's to more wins, bigger deals, and never-ending growth in the next year! 🚀 ⠀ #OneYearIn #RealEstateJourney #BringOnTheChallenges #OrangeCountyRealEstate #CaliberRealEstateGroup