Family Wealth Report’s Post

This time of year, many people are thinking about putting their money to work as well as where they stand in terms of their charitable contribution goals. In the charitable giving space, donor-advised funds have become increasingly popular. Donor-advised funds, or DAFs, sort of act as a charitable checking account. In other words, they allow you to select many different charities to support, while doing all of your giving in one place. In this episode of UBS trending, UBS’s Anthony Pastore hosts Steve Mark, Head of Strategic Accounts at Fidelity Charitable, as they discuss the important role donor-advised funds can play in addressing issues and shaping a brighter future as well as why they might make sense for you as you look to fulfill your philanthropic goals.

Cazenove Capital’s DFM team recently met with colleagues from across the firm to find out how our more specialised services can help you better serve your clients.   In this episode of 'DFM with a difference', Portfolio Director, Marcus Durie, is joined by Lyn Tomlinson, Head of Philanthropy, to discuss the benefits of Donor Advised Funds.   Watch the full episode here: https://lnkd.in/dDQ_6zNR When investing, your capital is at risk.   #wealthmanagement #dfm #privateclient

This time of year, many people are thinking about putting their money to work as well as where they stand in terms of their charitable contribution goals. In the charitable giving space, donor-advised funds have become increasingly popular. Donor-advised funds, or DAFs, sort of act as a charitable checking account. In other words, they allow you to select many different charities to support, while doing all of your giving in one place. In this episode of UBS trending, UBS’s Anthony Pastore hosts Steve Mark, Head of Strategic Accounts at Fidelity Charitable, as they discuss the important role donor-advised funds can play in addressing issues and shaping a brighter future as well as why they might make sense for you as you look to fulfill your philanthropic goals.

Looking forward to moderating a discussion on how PE firms can prepare for 2025 at Kayo’s Women in Private Funds Summit this upcoming October alongside Eleena Melamed. Let me know if you are planning to attend and would like to connect. #privatefunds #assetmanagement #privateequity

Great conversation on the merits of Private markets investing. Particularly enjoyed the discussion on how it can serve dual purposes, financial return and real world positive effect!

𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐌𝐨𝐯𝐞 𝐚𝐭 𝐓𝐚𝐭𝐚 𝐒𝐭𝐞𝐞𝐥! 🏗️🛠️ Exciting developments in the market today as a major player announces a significant new fundraising initiative. This strategic move is set to drive future growth and strengthen financial stability. Stay tuned for more updates as this story unfolds! 🌟 #Fundraising #DebtSecurities #Finance #MarketNews #BusinessGrowth

🏫 Foundations and family offices are increasingly turning to alternative investments as they seek new ways to diversify portfolios and sustain long-term objectives. Learn how charities and family offices are implementing alternatives at the upcoming AIMA Global Investor Forum with insider perspectives from Matthew Wright (Disciplina Group LLC ), Mike Haggerty (The Hillman Company) and Anne Iyer (iConnections) as they discuss the role of alts in their portfolios and the strategies driving success in this crucial sector. Will you be in there? Details here: https://lnkd.in/gj9CeRrg AIMA - The Alternative Investment Management Association Alternative Credit Council Michelle Noyes, CAIA Claire Van Wyk-Allan, CAIA #AIMA #AGIF24 #FamilyOffices #CharityInvesting #LeadershipInAlternatives

Managing Wealth with Strategic Diversification & Philanthropy 🏦💰 A couple with three kids and $8.5M net worth approached us at Pacific Northwest Advisory ✨ Their portfolio leaned heavily on municipal bonds and restricted stock calling for diversification. Their objectives? Minimize taxes 📉, diversify assets 🔄, boost net worth 💹, launch a charitable foundation 💝, educate their kids financially 🎓, and secure their legacy 👪🔒 Identified risks: a hefty stake in a public company 📊, a non-diverse account 🔄, plus no robust financial plan 💡 Our solution: a comprehensive wealth management strategy 📈💼 We hired an investment team with global expertise 🌐, developed a balance sheet 📝, listed assets 👀, suggested asset allocation alternatives, and settled on a moderate portfolio mixed with equity, bonds, and alternative investments 💱 Together with an estate attorney and CPA, we facilitated a tax-efficient company stock reduction and managed the sale process 🏷️🔄 The profits were reinvested into a diversified portfolio to mitigate tax exposure 📉 Big wins: the creation of a Family Foundation that aligns with their philanthropic vision 💝 and a Children’s Trust with a tailored investment plan 👪💰 Next steps: exploring creative financing for a second home 🏡 and continuing to manage their diversified portfolio 💼 Our approach at PNWA: turn wealth into a tool for achieving life goals 🏆, promoting philanthropy 💕, and securing a family’s financial legacy 👪🔒 #wealthmanagement #financialplanning #taxefficiency #philanthropy #familyfoundation #legacyplanning #pnwa

Whether you're thinking about your parents' or your own estate, or those of your clients or donors, Louis N. Teti is offering the first of a four-part #virtual introductory series on Estate Planning starting 10/22. Learn more here:

Multi-Family Offices offer a unique advantage in wealth management. With access to a diverse range of investment opportunities and personalized strategies such as Charitable Planning. 👉 watch the full video: https://hubs.ly/Q02L7HgD0 *Investment Advisory Services offered through Private Wealth Asset Management, LLC. #WealthManagement #PWAM #PrivateWealth #MultiFamilyOffice