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Strategic asset allocations for 2023 show material shifts, as portfolios adjust for a world of moderating inflation and declining policy rates. Learn more about the activities of the world's largest family offices in the UBS Global Family Office Report 2024. https://lnkd.in/dnr3uxCH #GFO2024 #ShareUBS https://lnkd.in/dwn8HD8n #familyoffice #UHNW #investmentmanagement

J.P. Morgan's Global Family Office Report is out. We surveyed 190 of our single-family offices in various sizes from around the globe and report on everything from portfolio allocation to operating costs and staffing to top challenges they are facing. It might be the most extensive report to date in the market. Some of the key takeaways are below and I'm happy to discuss further. Read the full report here: https://bit.ly/3QovP5G. #Familyoffice #UHNW #HNW #Investments #Wealth

🚀 Powerful results fueled by innovative approaches 🚀 We faced a significant challenge in finding a home for our multi-billion-dollar practice with global reach presence. What drew us to Raymond James was its leading Technology and Services Sectors Investment Banking capabilities, which cater specifically for middle-market clients throughout North America and Europe. RJ’s investment banking capabilities encompass 14 sectors, offering comprehensive range of products, including M&A advisory, sales and divestitures, takeover defenses, private equity placement, debt origination, and public equities. It perfectly matched our clients’ areas of interest and geographic focus. In addition to the middle market coverage, senior bankers are well-versed in assisting high-net-worth business owners in securing the capital they need to build their company and execute an exit strategy for selling their business. Combining our team's unparalleled pre-liquidity planning knowledge and capabilities with our customized strategies yields powerful results. We guide in establishing fair market value for their business, applying tax mitigation and estate planning strategies to maximize the after-tax results for future generations to come. At Raymond James, we share a common belief that It all begins with listening to people and assessing their true needs and goals. #RaymondJames #AGSWealthManagementGroupofRaymondJames #AGS #WealthManagement #UHNW #Innovation #Technology

Today’s the day. I’ll be moderating a session about Unlocking the Ultra-high-net-worth market: secrets to attract and serve clients Future Proof. #wealth #uhnw #ultrahighnetworth #wealthmanagement

According to a study by UBS, 𝟓𝟖% 𝐨𝐟 𝐔𝐥𝐭𝐫𝐚-𝐇𝐢𝐠𝐡 𝐍𝐞𝐭 𝐖𝐨𝐫𝐭𝐡 (UHNW) individuals fear outliving their wealth, while 𝟔𝟒% are concerned they are not taking full advantage of wealth growth opportunities. Are You Maximizing Your Wealth or Letting Opportunities Slip By? Don’t let fear dictate your financial future. At Centura Wealth Advisory, we specialize in strategies that protect your assets while unlocking new opportunities for growth. Whether it’s safeguarding your wealth against unforeseen risks or ensuring you’re making the most of every opportunity, we’re here to help you stay ahead. 𝐴𝑟𝑒 𝑦𝑜𝑢 𝑟𝑒𝑎𝑑𝑦 𝑡𝑜 𝑡𝑎𝑘𝑒 𝑐𝑜𝑛𝑡𝑟𝑜𝑙 𝑜𝑓 𝑦𝑜𝑢𝑟 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑑𝑒𝑠𝑡𝑖𝑛𝑦? #UHNW #SecureYourFuture #FinancialPlanning #WealthManagement #CenturaWealthAdvisory #LiberatedWealth

🌟 Webinar Reminder: ING Trusts for UHNW Clients 🌟 Just one week away! Gain expert insights from Roby Kotcamp & Kyle Malmstrom! 📆 Date: May 15, 2024 ⏰ Time: 12:00 PM PST What You'll Learn: • Essentials of ING Trusts • Strategies for Tax Minimization • Real-World Success Stories Don’t miss this opportunity. Secure your spot now! #FinancialWebinar #INGTrusts #UHNW #CenturaWealthAdvisory #LiberatedWealth

Join Merritt Point Wealth Advisor's Beth F. Cutler later this week for a discussion about today's trends in wealth managagement and the evolution of the HNW wealth management space! Merritt Point Wealth Advisors

Understanding your UBS statement can uncover opportunities for growth. Let's break it down together so you can make informed decisions about your #Corning equity. #UBSStatement #EquityComp https://lnkd.in/gaKYhBVA

Introduction to Dezerv in 1 minute 40 seconds. #WealthManagement #InvestmentStrategies #HighNetWorth #UHNW #FinancialPlanning #WealthCreation #InvestmentSolutions #DataScience #TechInFinance #InvestmentManagement #FinanceLeadership #ExecutiveWealth #AssetManagement #SmartInvesting #WealthAdvisory

In the realm of wealth management, the Family Legacy Continuity platform stands out as a beacon of innovation. Its global wealth interactive tool is a game-changer for families seeking to: 1) Oversee and regulate their diverse wealth structures and ownership dynamics. 2) Streamline the management and disclosure of beneficial ownership for entities and assets. 3) Pinpoint investments that are dormant yet hold potential for growth. 4) Uncover the root causes of ownership disputes. This platform empowers families and their advisors with AI-driven insights and automated processes, ensuring a legacy of prosperity is preserved and enhanced across generations. Follow our company for latest developments https://lnkd.in/gsWawK5D #familybusiness #familyoffice #uhnw #wealthmanagement #investmentmanagement #registeredinvestmentadvisors #RIA