Yuri Bender’s Post

Thanks to Business First for including me in the latest Executive Insights Wealth Management discussion!

Our very own Damon Massey (Investment Advisor, Wealth Management & Trust) was recently featured in Louisville Business First as part of their Executive Insights series. In this discussion, experts talk strategies to protect and grow wealth in today’s economy. Read more at https://lnkd.in/gEYJgwB5 

"Bernstein Private Wealth Management announced the appointment of Christopher Steele as Director of the Institute for Trust and Estate Planning, and Evelyn Vigistain as an Investment Strategist with a focus on Global Families." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Lou Maiuri, AssetMark’s Group CEO, shares his insights with InvestmentNews on three trends shaping advisors' planning in 2025: 🔹 The Great Wealth Transfer 🔹 Succession Planning 🔹 Personalization Lou highlights how advisors can address these shifts to better serve clients and thrive in a changing financial landscape. Read more: https://bit.ly/3C8UZBf #WealthManagement #FinancialAdvisors #AssetMark

https://lnkd.in/gG2dHU57 Q&A: Chuck Roberts Explains His Approach to Wealth Management

What does the generational wealth transfer mean for wealth managers and their clients? Change is not always a constant in wealth management. Ours is an industry that prides itself on the preservation and steady growth of family wealth, with a focus on building long-term client relationships. Click below to read the article by Jonathan Gold, Executive Director at London & Capital Wealth Management. #LondonandCapital #FamilyWealth #NextGen #WealthManagement

Strategic investing is often front and center of the conversation for many PWMs, but at Bespoke, we help our clients understand that, while strategic investing is an essential part of a family office’s role, it’s probably the 4th most important part. Generational wealth requires a generational perspective, and Bespoke is an expert at mapping out your wealth management strategy by going beyond strategic investing... At Bespoke we work with our clients to focus on four key areas, including 1) HOW you own your assets, 2) WHERE you own your assets, 3) WHY inheritance planning is so important, and 4) WHAT you own. Read more: https://lnkd.in/g89a63q4 #wealthmanagement #privatewealth #familyoffice

Private equity isn’t inherently bad – many firms and advisors, along with the clients they serve, have benefited from its support of our industry. At the same time, private equity’s short-term outlook can complicate some of wealth management’s most pressing challenges. Our own Paige Swartzendruber explains in her latest piece at Financial Advisor Magazine. #wealthmanagement #financialadvisormagazine #financialadvisors #financialadvice #successionplanning #independentadvisors

Leading with Excellence at a Crucial Time   The impending transfer of $85 trillion in wealth(1) over the next 25 years underscores the critical role of our next-gen advisors. They specialize in sophisticated planning, including asset allocation, trusts, estate plans, and family governance, essential for high-net-worth and ultra-high-net-worth families. Our advisors are expertly positioned to guide complex multigenerational wealth transitions, ensuring alignment with family values, long-term goals, and preparing younger investors set to inherit $68.5 trillion(1). We are proud to highlight the achievements of our advisors on the 2024 Forbes America's Top Next Gen Wealth Advisors list. With 19 ranking among the Top Next-Gen Wealth Advisors nationwide, and an impressive 145 recognized as Best-In-State, UBS continues to lead in shaping the future of wealth management. Congratulations to each of our honored advisors! Bijan Behboodi, CFP® CEPA® Worth Boyce, CFP® Austin R. Del'Ve, AWMA®, CEPA® Christopher Dillon, CFP® Daniel Emerson, CFP® Nick Francia Travis Frayard William Gomez-Moller Jeremy Keller, AAMS® Lauren Konstantin, CFP® Nicholas C. LoMaglio, CEPA® Scott MacDonald, CPWA® Trey Mahoney Corey Mazza Megan Portacci Harris Ringelheim - CFP® Kayvon Sarmadi Stockton M. Schultz Samuel Sinclair Source: (1) Cerulli Associates Read the full article here: https://lnkd.in/eQ4K3U45 The Forbes rating is compiled by SHOOK Research and awarded annually in August based on information from a 12-month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third-party rating methodologies, please visit https://lnkd.in/djkcwYR.

As Australia’s wealth management landscape evolves, more financial advice practices are pivoting toward High Net Worth (HNW) clients. https://lnkd.in/gmVnpXAK #hnw #investmenttrends #masonstevens #platforms #sophisticatedinvestor