William Blair’s Post

Changing market conditions have prompted North American family offices to take a more conservative stance with their investment strategies. Discover more trends in the North American Family Office 2023 report from RBC, in partnership with Campden Wealth. https://lnkd.in/gXCnd3Ci

A new fresh approach will see the brand act as a force for good #financialadvice #investing #taxplanning

Building on the trends of recent years, private market investments are now the largest-held asset class for North American family offices. Learn more from the North American Family Office 2023 report by RBC, in partnership with Campden Wealth. https://lnkd.in/gaRaTAwx

Financial advice transforms lives - hear how our new CEO Mark FitzPatrick sees us working to shape the the financial advice market and profession.

North American family offices have once again demonstrated their propensity to capitalise during volatile times. Despite poor financial markets performance, rising inflation, interest rate hikes, and increased geopolitical tensions in 2022, almost half of those surveyed in The North America Family Office Report 2023 by RBC Wealth Management and Campden Wealth have declared an increase in AUM, with 12% revealing a significant increase. For more information on The North America Family Office Report 2023, click here: https://lnkd.in/ehJhV9WQ #familyoffice #familybusiness #nextgen #wealth #report #wealthtransfer #privatebanking #investment #growth #interestrates #privatequity #techinvestment #inflation RBC

Imagine your company you add this former Bank President to your Board?    CODE: 5348023    Former Bank President, Investment Banker and member of five Boards. Industry experiences include financial services, real estate, and investment. Well suited to be an external member of a family business or family office board.    Work experience includes earning the trust of a South American family of wealth and partnering with them on business.    Can add value to full Board discussions involving growth, leadership succession, raising capital, exit planning, crisis management, and regulatory compliance. Can help South American families of wealth navigate the U.S. regulatory and investment world.    Qualified to serve on Audit, Investment, Compensation, and Nominating & Governance Committees.    Ph.D. in Economics from New York University Graduate School of Business. BBA and MBA from the University of Miami.    Home base is Parkland, Florida but able to travel in the Americas.    To see this Board candidate and 250 others, go to the Board Talent Bank at Board Options. Do a Control (Command)/F for a keyword search.    #retainedsearch #ceo #innovation #management #leadership #succession #outplacement #construction #boardofdirectors #nacd #ypo #vistage #chair #investmentbanker #familybusiness 

Imagine your company you add this former Bank President to your Board?    CODE: 5348023    Former Bank President, Investment Banker and member of five Boards. Industry experiences include financial services, real estate, and investment. Well suited to be an external member of a family business or family office board.    Work experience includes earning the trust of a South American family of wealth and partnering with them on business.    Can add value to full Board discussions involving growth, leadership succession, raising capital, exit planning, crisis management, and regulatory compliance. Can help South American families of wealth navigate the U.S. regulatory and investment world.    Qualified to serve on Audit, Investment, Compensation, and Nominating & Governance Committees.    Ph.D. in Economics from New York University Graduate School of Business. BBA and MBA from the University of Miami.    Home base is Parkland, Florida but able to travel in the Americas.    To see this Board candidate and 250 others, go to the Board Talent Bank at Board Options. Do a Control (Command)/F for a keyword search.    #retainedsearch #ceo #innovation #management #leadership #succession #outplacement #construction #boardofdirectors #nacd #ypo #vistage #chair #investmentbanker #familybusiness 

Imagine your company you add this former Bank President to your Board?    CODE: 5348023    Former Bank President, Investment Banker and member of five Boards. Industry experiences include financial services, real estate, and investment. Well suited to be an external member of a family business or family office board.    Work experience includes earning the trust of a South American family of wealth and partnering with them on business.    Can add value to full Board discussions involving growth, leadership succession, raising capital, exit planning, crisis management, and regulatory compliance. Can help South American families of wealth navigate the U.S. regulatory and investment world.    Qualified to serve on Audit, Investment, Compensation, and Nominating & Governance Committees.    Ph.D. in Economics from New York University Graduate School of Business. BBA and MBA from the University of Miami.    Home base is Parkland, Florida but able to travel in the Americas.    To see this Board candidate and 250 others, go to the Board Talent Bank at Board Options. Do a Control (Command)/F for a keyword search.    #retainedsearch #ceo #innovation #management #leadership #succession #outplacement #construction #boardofdirectors #nacd #ypo #vistage #chair #investmentbanker #familybusiness 

The third of our shared leadership principles is Empowered True Wealth. We always act based upon principles of True Wealth. We are uncompromising when it comes to honoring, protecting, and enhancing the assets we value most—our collective Core, Experience, Contribution, and Financial Wealth. We feel empowered when we say “no” to even the very important because we know what is essential to us, as individuals, our families, our companies, and our clients. #sharedleadershipprinciples #empoweredwealth #truewealth #browerquadrant #enduringwealth

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