The Rudin Group’s Post

As we envision the future of #wealthmanagement, we understand more than ever the importance of serving as a partner to our clients as they navigate the transition from one chapter to the next. That's why I'm excited to lead the expansion of our #UHNW Platform, offering a more holistic approach to planning for and living with the complexities that come with having wealth.   Read more about the Platform and what’s on the horizon here: https://ter.li/504584

Good article from Fortune magazine on wealth transfer to the young. #hnw #uhnw #wealthtransfer #billionaires https://bit.ly/3UTlou7

In the realm of wealth management, the Family Legacy Continuity platform stands out as a beacon of innovation. Its global wealth interactive tool is a game-changer for families seeking to: 1) Oversee and regulate their diverse wealth structures and ownership dynamics. 2) Streamline the management and disclosure of beneficial ownership for entities and assets. 3) Pinpoint investments that are dormant yet hold potential for growth. 4) Uncover the root causes of ownership disputes. This platform empowers families and their advisors with AI-driven insights and automated processes, ensuring a legacy of prosperity is preserved and enhanced across generations. Follow our company for latest developments https://lnkd.in/gsWawK5D #familybusiness #familyoffice #uhnw #wealthmanagement #investmentmanagement #registeredinvestmentadvisors #RIA

"In the first half of 2024, NewEdge Advisors added 17 new teams, three of which brought more than $500 million in expected AUM. The teams represent 39 new advisors, with an additional 16 integrated into existing teams." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Most people see this as a 'curse'. How do you see it? #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

Most people see this as a 'curse'. How do you see it? #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

Do you agree? #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

Do you agree? #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

So true... #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

Very true.... #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice