Portage Point Partners is excited to welcome Chris Weil to the team as a Managing Director in the firm's #InvestmentBanking Practice. https://lnkd.in/gcME8eGF #BlueChipTalent
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💡 For this week’s 'In the spotlight', thewealthnet spoke to Liz Palmer, Howard Kennedy LLP about the main challenges facing family office services and what the next 12 months might hold. Read more on thewealthnet
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Welcome to Concurrent you are going to love the WPA team! I’m excited to be working with Mark again, better know as “Woody”!! I’ve been talking with Mark since joining Concurrent, he too has seen the industry trends shift to a supported RIA model. Allowing advisors to find true independence, freeing them of the confines found in the IBD space. The traditional IBD space often limits advisors to an antiquated tech platform, reduced product offering, singular lending and custodial options. Makes you wonder why it’s called Independence.
Wealth Partners Alliance is excited to announce Mark Wood as Director, Strategic Growth to the firm. Mark brings nearly four decades of experience in the wealth management space with notable expertise in aiding advisors in their transition to independence. Mark will be a valuable asset to WPA as we continue expansion and growth not only in our existing markets but with opportunities throughout the region. To read more, please visit https://lnkd.in/g8Bw-4gv . . . #wealthpartnersalliance #independentfiancialadvice #poweredbyconcurrent David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Rodd Newhouse, EJD, AWMA®, SE-AWMA®Garry Scheufler John Garcia David Silva Mike Peschel Mandy Haskell, CFP®, CDFA®Brandon L. Glasscock Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Courtney Tate Tia Woolfolk Sara DiCamillo Ferrell Robin Ankeny Gabbriella Ampel Mike Peschel Concurrent Mark Wood
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We spoke with founding Partner, Tim Sylvester Jones, to reflect on the firm, its growth as well as his personal highlights over the past 25 years. Here is what he said: #davittjonesbould #25years #realestate #commercialproperty
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Quilvest Capital Partners is thrilled to announce the appointment of John Eggleston as the firm’s first Global Chief Operating Officer based in London. John, who joins as a Partner serving on the Executive Committee, will oversee Finance, Operations and Technology functions, driving initiatives to increase operational efficiency and implement sustainable growth strategies. To read more about John’s appointment, please see below the full press release. #QuilvestCapitalPartners #InvestmentManager #NewHire
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Simpson Thacher & Bartlett LLP has appointed Katie McMenamin as a partner in the firm's #fundfinance practice. Read more about it here: https://lnkd.in/ejUfvCpE #lawfirms #serviceproviders #peoplemoves #privateequity #venturecapital #assetmanagement #alternativeinvestments
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On April 10, our Family Office practice chair R. Scott Beach was a panelist on Botoff Consulting’s Family Governance Compensation Report webcast alongside Dennis Jaffe (BanyanGlobal Family Business Advisors) and Trish Botoff. The group discussed key findings from the report, best practices and trends in family governance, and regional differences in governance structure and practice. #familyoffice #familygovernance #DPFamilyOffice
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We had the pleasure of having Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, join us at our Business Builders Academy™ last week. Dimensional’s Global Advisor Study is an incredible resource for advisors and it’s always great to learn more about what high-performing firms are doing. Lauren Kaufman Ray Sclafani #wealthmanagement #financialservices #womeninwealth #financialadvisor #financialplanning
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Discover the latest insights from family office investments in the Middle East! Private equity has taken the lead as the top asset class, with real estate and equities following closely. Join Dr. Rebecca Gooch, Carolina Arbelaez de la Espriella, and Richard Nunn as they delve into this week's episode on Private Equity, featuring exclusive perspectives from Alaa Saleh and Sam Surrey. 🎙️ Stay tuned for more episodes to come! https://deloi.tt/4cItSKE #DeloittePrivate #FamilyOfficeInsights #DemandMore
The Top 10 Family Office Insights - Middle East Perspectives
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Gresham House has more than doubled its stake in wealth firm Brooks Macdonald over the past two months to £42m. It comes at a time of rampant consolidation in the industry, particularly among mid-sized players, and as private equity giants are swooping on firms with historically cheap price tags. #wealthmanagement #assetmanagement #privateequity https://lnkd.in/eng_YXgX
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Leah Tolton, K.C., FEA recently spoke with Canadian Family Offices to discuss her practice advising high-net-worth family businesses on governance, succession planning and M&A. With her Family Enterprise Advisor designation, she stresses the need for advisors to collaborate and address the complex issues these families face, treating the family, business and family office as an interconnected system. Read the article: https://okt.to/d6TSyf #FamilyEnterprises #CorporateGovernance
When a Lawyer Steps In: Leah Tolton and Family Businesses | Canadian Family Offices
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Managing Director & COO at Portage Point Partners
2moWelcome to the team Chris Weil!