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This complexity makes producing a complete picture of how wealth is invested difficult and time-consuming. It can lead to unintended concentration risks, unnecessary costs, and ill-informed decisions.” – Hugh Porter, Landy Tech Flanks automates data gathering across all assets for financial institutions, wealth managers, and family offices. Get a global view and make smarter decisions. If you would like to learn more message me. #familyoffice #wealthmanagement #financialplanning #datadrivendecisions #multigenerationalwealth #wealthtech #familyoffice

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Live from #LPLFocus! I sit down with Andres Mazabel to talk about the exciting Trust & Will and LPL Financial partnership. In just three to four months, over 1000 LPL advisors have started working with Trust & Will! In this interview, we talk about “the shift” happening around estate planning within the financial advisory world. We also highlight the news announcing Trust & Will’s new subscription pricing model offered to advisors! 🎉 Advisors now have more flexibility than ever to incorporate estate planning based on whichever model that works best for them. At LPL Focus? Drop by our booth and learn how we can support you! 👋🏻 #estateplanning #advisortechnology #tech #news

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