The North Hill Group of Oppenheimer & Co. Inc.’s Post

Join Beth Kaufman, National Chair of Lowenstein Sandler LLP's Private Client Services, on April 17 for a compelling webinar during Morgan Stanley Private Wealth Management's FLAG Institute. She'll discuss the unseen challenges heirs of wealth face and share crucial strategies for intergenerational wealth planning. #privateclientservices #wealthmanagement #estateplanning #trustsandestates #wealthplanning #familylaw

Ever heard of Bessemer Trust? It wasn’t always a wealth management giant. Henry Phipps, a steel mogul and Andrew Carnegie’s close associate, co-founded Carnegie Steel and amassed a fortune through the groundbreaking Bessemer process. In 1907, Phipps launched Bessemer Trust to safeguard and grow his family’s wealth, initially keeping it exclusive to the Phipps family. Today, it’s a financial behemoth, managing over $200 billion for more than 3,000 families. 🏦💼 Known for its exclusivity, Bessemer Trust caters to ultra-high-net-worth clients, providing bespoke financial solutions. 💎✨ What if you could secure your family’s financial future with the same strategic planning? What legacy will you create? 🌳💵 Inspired by this story? Let’s talk about applying these principles to your own financial journey. Comment below or DM me for a tailored consultation! 📩🤝 #WealthLegacy #FinancialStrategy #FamilyWealth #ExclusiveServices #BessemerStory #TransformYourWealth #ConsultationInvitation #TheContractDoctor

Join Beth Kaufman, National Chair of Lowenstein Sandler LLP's Private Client Services, on April 17 for a compelling webinar during Morgan Stanley Private Wealth Management's FLAG Institute. She'll discuss the unseen challenges heirs of wealth face and share crucial strategies for intergenerational wealth planning. #privateclientservices #wealthmanagement #estateplanning #trustsandestates #wealthplanning #familylaw

Building a Legacy? Bowbrook Financial Planners bridges the wealth gap across generations! Family is everything. But navigating wealth transfer can feel complex. Bowbrook Financial Planning specialises in Intergenerational Wealth Management. We help families develop strategies to support loved ones, build a lasting legacy, and achieve financial security across generations. #wealthmanagement #financialplanning #businessgrowth

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

Before holistic wealth management became a trend, Mission Wealth introduced Inspired Living and the 12 Dimensions of Wealth to help clients realise true wealth and build meaningful and fulfilling financial plans. More than two decades later, the firm enlisted Simple Expert Alex Kirby's Total Family Management (TFM) to bring family coaches and technology to scale its purpose-driven wealth management style. "TFM is helping our team understand the growing trend toward Wealth 3.0 conversations and planning and the importance of this whole-person guidance with our (family office) clients." - Seth Streeter, Founder and Chief Impact Officer. Read more in our latest case study: 👉https://bit.ly/4e8dNyR #FamilyOffices #WealthManagement #PrivateWealth #FamilyVision

The future of advice is about a lot more than money. It includes helping clients: ~Write a family mission statement. ~Identify and prioritize their values and integrate this into their planning. ~Focus on their life fulfillment and how their relationship with money can support this. I appreciate how Simple is bringing this awareness into the Family Office community and for our partnership with Total Family Management to expand our offering and innovations for clients. #familyoffice #advice #estateplanning #wealthmanagement #legacy

Managing money is becoming easier for the HNW and UHNW client, but managing wealth and ensuring the well-being of clients and their families remains challenging due to the lack of integrated resources and options. Mission Wealth consistently demonstrates its dedication to developing, partnering, and investing in holistic approaches that enhance client well-being. Their advisors focus on managing overall wealth, not just finances. It has been a true pleasure to collaborate with Seth Streeter, one of the most authentic leaders I've encountered, and with Mission Wealth, a firm that leads with a strong cultural and value-driven approach. #Wealth3

To see my listing in the Fortune Five Star Wealth Manager section, please click on the link below.

Bellamont Wealth's new brochure highlights our unwavering commitment to going beyond expectation and convention. Rooted in the principles of quality investing, professional partnership, and a relentless drive for accuracy, we invite you to explore how we exceed boundaries for our clients. View the brochure – [https://lnkd.in/dprXP96H] #WealthManagement #QualityInvesting #FinancialPlanning #BeyondConvention