Funds Society International’s Post

GIVING BACK BY THE YOUNGER GENERATION OF HNW AND UHNW IS TRENDING TO BE MORE CAUSE-RELATED, ESPECIALLY REGARDING ENERGY AND RESOURCES. Perhaps that’s you or your heirs. The broad movement to social/sustainable/impact investing demands wealth advisors with Northwestern Mutual's depth and resources. Reach out for personal guidance. #impactinvesting #ESGInvesting #SustainableFinance https://lnkd.in/gbZv8raD

An important topic for wealth management and financial planning firms + this looks like a great webinar w/ CE attached to it if you attend live

Planning for Tomorrow, Today: $124 Trillion in Wealth to Change Hands by 2048 As a financial advisor specializing in generational wealth transfer strategies, I help families prepare for one of the most significant financial transitions in history. By 2048, an estimated $124 trillion will pass from one generation to the next, presenting opportunities—and challenges—for preserving and growing wealth across lifetimes. Effective generational wealth planning is about more than dollars and cents; it's about safeguarding family values, minimizing tax burdens, and ensuring a seamless transfer of assets to future generations. With a tailored approach, I help families align their financial goals with their legacy aspirations, empowering them to build and sustain generational wealth. Curious about how this massive wealth transfer will shape financial planning in the years to come? Explore the trends and strategies shaping this historic shift: Read the full article here. Let's discuss how we can create a plan for your family's financial future.

How to build wealth across generations https://lnkd.in/ggUmWusR

🌟💸 The Great Wealth Transfer is here, and it's transforming the landscape of opportunity like never before! Discover how this seismic shift is reshaping the world of finance and opening doors to new possibilities. Are you ready to seize your moment in this era of change? 🚀✨ #WealthTransfer #FinancialFuture #OpportunityAwaits Read more: https://lnkd.in/egW8Zjt9

Planning for Tomorrow, Today: $124 Trillion in Wealth to Change Hands by 2048 As a financial advisor specializing in generational wealth transfer strategies, I help families prepare for one of history's most significant financial transitions. By 2048, an estimated $124 trillion will pass from generation to generation, presenting opportunities—and challenges—for preserving and growing wealth across lifetimes. Effective generational wealth planning is about more than dollars and cents; it's about safeguarding family values, minimizing tax burdens, and ensuring a seamless transfer of assets to future generations. With a tailored approach, I help families align their financial goals with their legacy aspirations, empowering them to build and sustain generational wealth. Curious about how this massive wealth transfer will shape financial planning in the years to come? Explore the trends and strategies shaping this historic shift: Read the full article here. Let's discuss how we can create a plan for your family's financial future.

I have strong opinions and convictions…but I know that they are built on a foundation of wanting to help people. Whether it is improving communities one house at a time, helping borrowers stay in their homes, or working with other investors to learn a new way to potentially earn higher returns for their investment dollars (whether for monthly cash flow or their retirement years), I am dedicated to helping people improve their lives in every way. My motto is “People first, profit second”. And if my convictions and mission help others step up their game to do the same - then I think more lives can improve. I am passionate to influence more lives so they are impacted in a positive way! #NoteInvesting #RealEstateInvesting #PassiveIncomeInvesting #CashFlowChick #HaveImpact #ChangeLives #MakeADifference #BePositiveChange

I have strong opinions and convictions…but I know that they are built on a foundation of wanting to help people. Whether it is improving communities one house at a time, helping borrowers stay in their homes, or working with other investors to learn a new way to potentially earn higher returns for their investment dollars (whether for monthly cash flow or their retirement years), I am dedicated to helping people improve their lives in every way. My motto is “People first, profit second”. And if my convictions and mission help others step up their game to do the same - then I think more lives can improve. I am passionate to influence more lives so they are impacted in a positive way! #NoteInvesting #RealEstateInvesting #PassiveIncomeInvesting #CashFlowChick #HaveImpact #ChangeLives #MakeADifference #BePositiveChange

In today's world, our lives and assets have evolved significantly from those of our parents. With greater affluence, our children are poised to inherit a different level of wealth and opportunities. But amidst this transition, have we considered how we can leverage this intergenerational wealth for positive impact? How will it shape our children's perspectives on life? Beyond retirement, how can we ensure that our wealth continues to serve us and bring lasting benefits? I believe many families are at a turning point as we explore ways to make the most of intergenerational wealth. Let's pave the way for a legacy that goes beyond financial security. #IntergenerationalWealth #LegacyPlanning #FinancialImpact #WealthManagement #NextGenerationWealth #SingaporeCommunity https://lnkd.in/gvBNaFh4

Passing Down Wealth? It’s Not Just About the Money Most people think transferring wealth is all about spreadsheets and tax strategies. But here’s the truth: 𝘪𝘵’𝘴 𝘵𝘩𝘦 𝘧𝘢𝘮𝘪𝘭𝘺 𝘥𝘺𝘯𝘢𝘮𝘪𝘤𝘴, 𝘯𝘰𝘵 𝘵𝘩𝘦 𝘥𝘰𝘭𝘭𝘢𝘳𝘴, 𝘵𝘩𝘢𝘵 𝘰𝘧𝘵𝘦𝘯 𝘮𝘢𝘬𝘦 𝘰𝘳 𝘣𝘳𝘦𝘢𝘬 𝘢 𝘭𝘦𝘨𝘢𝘤𝘺. With $68 trillion set to pass from boomers to millennials, the 𝗚𝗿𝗲𝗮𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 isn’t just a financial event—it’s a chance to preserve your family’s values and purpose for generations. Here’s my say: 𝗛𝗮𝘃𝗲 𝘁𝗵𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗬𝗼𝘂’𝘃𝗲 𝗕𝗲𝗲𝗻 𝗔𝘃𝗼𝗶𝗱𝗶𝗻𝗴 Open discussions about family goals and values prevent drama and build alignment. 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗬𝗼𝘂𝗿 𝗟𝗲𝗴𝗮𝗰𝘆, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝘁𝗵𝗲 𝗡𝘂𝗺𝗯𝗲𝗿𝘀 What impact do you want—empowering family, philanthropy, or social ventures? 𝗦𝗲𝘁 𝗨𝗽 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 𝗧𝗵𝗮𝘁 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝗸 Skip the handshake deals. Build strong trusts or foundations to secure your vision. Transferring wealth isn’t just about preserving assets—𝗶𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝗽𝗮𝘀𝘀𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝗽𝘂𝗿𝗽𝗼𝘀𝗲. Are you building a legacy your family can 𝘤𝘢𝘳𝘳𝘺 𝘧𝘰𝘳𝘸𝘢𝘳𝘥, or just leaving them a bank account? Let’s make sure your wealth transfer is built to last. #WealthTransfer #FamilyLegacy #GenerationalWealth #FinancialPlanning #Philanthropy #LegacyBuilding #EstatePlanning #SocialImpact