Campden Wealth’s Post

What does the generational wealth transfer mean for wealth managers and their clients? Change is not always a constant in wealth management. Ours is an industry that prides itself on the preservation and steady growth of family wealth, with a focus on building long-term client relationships. Click below to read the article by Jonathan Gold, Executive Director at London & Capital Wealth Management. #LondonandCapital #FamilyWealth #NextGen #WealthManagement

"Concentric Wealth Management, LLC is headquartered in Lafayette, California and was founded in 2008 by Eric Flett and Stewart McGuire. It has since grown to a firm of six individuals and $662 million in assets under management, specializing in providing hundreds of individuals and families with sophisticated, tax efficient, and globally diversified portfolios, as well as comprehensive wealth management services encompassing family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Strategic investing is often front and center of the conversation for many PWMs, but at Bespoke, we help our clients understand that, while strategic investing is an essential part of a family office’s role, it’s probably the 4th most important part. Generational wealth requires a generational perspective, and Bespoke is an expert at mapping out your wealth management strategy by going beyond strategic investing... At Bespoke we work with our clients to focus on four key areas, including 1) HOW you own your assets, 2) WHERE you own your assets, 3) WHY inheritance planning is so important, and 4) WHAT you own. Read more: https://lnkd.in/g89a63q4 #wealthmanagement #privatewealth #familyoffice

How Atlanta wealth managers are navigating changes to their industry

"Mission Wealth's Bryant Merryman, CFP® Senior Wealth Advisor in Chicago has been named #42 on the Forbes Best-In-State Next-Gen Wealth Advisors list for 2024." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

"Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Conn., headquarters, where he is expected to play a pivotal role in advancing Procyon’s success." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Interesting piece here from WealthBriefing 📖 The Great Wealth Transfer: Three Trends Reshaping Wealth Management. "The next generation is inheriting a fortune they didn’t create themselves, and now they have to figure out what they want to build their own identity on." 👉🏽 https://ow.ly/7JjN50S6Rw9 #UHNWI #ImpactInvesting #WealthManagement

HamptonRock Partners Launches Wealth Management Advisory Practice David Dodson, CFA, CFP® joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

US wealth management is an exciting place to be , and the future trends in this article share some interesting ideas. The pace of change is hard to keep up with but advisors have to move forward or will go backwards!

"The firm, led by Senior Managing Director and founder Eric Lyon, and Senior Managing Director Tom Holly, specializes in wealth management and retirement solutions. Lyon and his team bring nearly three decades of experience, with WEFS offering sophisticated, service-first offerings to help its clients realize their investment goals. The WEFS team of 31 independent advisors and staff members oversees $1.4 billion in assets under management." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate