Wealthspire Advisors’ Post

"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

“This partnership enables TCW to execute on our strategic growth initiatives through our expanded client offering of diversified solutions, particularly in credit alternatives which has doubled in assets over the past four years,” said Katie Koch, president and chief executive officer of TCW." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Welcome Evan and Claudio Really happy that you chose iAPW as your new home I am convinced your clients will benefit from this new partnership with us #independantadvice #investmentadvice

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

 Exciting news in Miami's financial sector! Former J.P. Morgan bankers Alexandra Valentin, Juan Carlos Freile, CFA, and Philip Hackleman, CFA have launched Tiempo Capital, a new multi-family office. With $320M already under management, they're targeting $500M in the next two months and aiming for $1B within a year. Specializing in customized portfolios and alternative investments, Tiempo Capital is set to redefine client relationships and investment strategies. #Finance #Investment #WealthManagement #Miami #MultiFamilyOffice #AlternativeInvestments

Trustworthy, attentive, tech-savvy, and with a holistic perspective on wealth and wealth management. 💡 That’s how next-gen HNWIs like their advisors. As a response to the increasing level of fragmentation and standardization in the world of wealth management, they look to trusted advisors who can provide them with the highly personalized, independent, and holistic advice that they need. With the impending wealth transfer, we’ll see the continuing rise of the trusted advisor as a single point of entry to the entire wealth ecosystem. I share my thoughts on this trend in the article. Read along, and let me know what you think. ☕ ___________________________________ In a new three-part article series in Aleta's knowledge hub, I’m zeroing in on different trends related to The Great Wealth Transfer that will unfold during the following decade. You can find part 1, 2, and 3 in the knowledge hub on our website. 📚 #thegreatwealthtransfer #nextgen #wealthmanagement #familyoffices #aletaknowledgehub

For High Net Worth Individuals (HNIs), creating and preserving wealth is just the beginning. Ensuring financial stability for future generations requires a deep understanding of a powerful force: compounding. In our latest article, we explore how strategic family offices and well-crafted succession plans can harness the exponential growth of compounding to build lasting legacies. Discover key insights into: 🔹 The magic of compounding and its impact on wealth 🔹 The role of family offices in optimizing and preserving wealth 🔹 Essential elements of effective succession planning Ready to secure your family's financial future? Dive into the full article on our website. 🔗 Read more: https://lnkd.in/d7Nhf3pU #WealthManagement #IntergenerationalWealth #Compounding #HNIs #FinancialPlanning #MoonbowInvestmentAdvisors

Today’s the day. I’ll be moderating a session about Unlocking the Ultra-high-net-worth market: secrets to attract and serve clients Future Proof. #wealth #uhnw #ultrahighnetworth #wealthmanagement

🎊 Destiny Wealth Partners has been named RIA Team of the Year (10 Advisors or More) at the InvestmentNews Awards 2024! With over 30 years of innovation and a commitment to exceeding client expectations, Destiny Wealth Partners has set a new standard in wealth management. Their dedication to integrity, continuous improvement, and a deep understanding of client needs have propelled them to manage over $1 billion in assets. Discover how Destiny Wealth Partners is revolutionizing wealth management and helping clients achieve their financial goals. https://hubs.la/Q02RslX_0 #INAwardsUS g#RIA #WealthManagement