Thank you to all of the publications that featured Emigrant Partners and our Partner Firms in the news this week: · Corporate Counsel Business Journal's 2024 Spring Edition featuring EP’s General Counsel, Jamie Sklar, on “Hiring People with the Skills You Seek”: https://lnkd.in/ex2MihHF · WealthManagement.com for recognizing Peter Raimondi of Dakota Wealth Management, Michele Welsh of Verdence Capital Advisors, and Lucas Belanger, CFP® of Verdence Capital Advisors for being named as finalists for the CEO, CMO, and Rising Star of the year awards: https://lnkd.in/dgJMPx_m · USA TODAY for including F.L.Putnam Investment Management Company , SteelPeak Wealth, and Dakota Wealth Management in its 2024 top 200 best RIAs list: https://lnkd.in/e-ARUzCM · Wealth Solutions Report for honoring Sarah Pochedly of STRATOS as a “Next 5: Next Gen Wealth Management Leader”: https://lnkd.in/ehK2cxNp Congratulations to all of our partner firms for these well deserved recognitions!
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FOUNDER - METROPOLIS REALTY BROKERAGE CORP: Transaction and Advisory Services | Commercial Real Estate | Bachelor of Education | Honours Public Policy & Adm.
As of May 7, the Thomson #empire's value has swollen even more to $71B, cementing the family's position as the richest in #Canada. Over $10B has been added to the #family fortune so far this year. The Thomson family has amassed this wealth through its control of The Woodbridge Company, the parent company of the Thomson Reuters media empire founded by Roy Thomson 90 years ago. #Canadian #CanadianBusiness
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"Opportunities don't happen, you create them." --Chris Grosser Brought to you by Linda Mack, President - Mack International Executive Search for Family Offices and Wealth Management #familyoffice #wealthmanagement #investmentmanagement #executivesearch #consulting #MackInternational
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"Opportunities don't happen, you create them." --Chris Grosser Brought to you by Linda Mack, President - Mack International Executive Search for Family Offices and Wealth Management #familyoffice #wealthmanagement #investmentmanagement #executivesearch #consulting #MackInternational
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Senior Tax Manager, Private Clients & Family Offices at PwC Switzerland | Solicitor (England & Wales) & Lawyer (Turkey), LL.M.
It is a pleasure to join STEP – Advising Families Across Generations Alpine Conference in Interlaken, one of the most beautiful places in the world! The conference agenda is prety exciting, and I am looking forward to hearing the insights of our esteemed guest speakers on various topics, including the reshaping of the global economy, succession planning for family-owned companies, the latest updates in trust law, and so on. First day is going amazingly well. #STEPAlpine #Conference #GlobalEconomy #SuccessionPlanning #TrustLaw #Interlaken #Familyoffices
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A high functioning family office is about more than managing the money. This interview with Patricia Saputo is excellent and I think showcases where a lot of family offices fall short. #familyoffice #investing ##governance
Patricia Saputo: Advising in Canada ‘all about the money, because that's the easy part’
canadianfamilyoffices.com
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Cottesloe Beach? Kings Park? Rottnest Island? Whatever the answer, when it comes to accounting, financial advice and much more, Nexia is Perth’s best-kept secret. We’re a team of specialists dedicated to making business uncomplicated. #nexia #accountingandfinance #businessadvice
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When we meet with our wealthiest clients, these are the most common areas of focus: • We create a financial plan • Evaluate their tax environment; Current tax code, tax efficiency, tax breaks • Roth conversions • Capital gains • Donor-advised funds • Coaching Cheers, Nic
How We Help Our Wealthiest Clients
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Some of Wales’s most successful female entrepreneurs and business leaders came together to support other women in the early-stage investment community in Wales, forming Women Angels of Wales (WAW). With 47 members, WAW is Wales’s first all-female angel investor syndicate. Three lead investors include experienced business angel Jill Jones who has a background in optometry and property along with investment banker Sharon Pipe and insurance industry specialist Rachel Ashley. Their first investment was announced in late 2023 with £60,000 for Newport-based Stratigens, a SaaS product which brings together labour market, economics and location data to provide the insight businesses need to shape radically smarter decisions. Set up in 2022 by Carol Hall, our Investment Manager, WAW is now jointly supported by the British Business Bank and the syndicate. Having access to co-investment of up to £250,000 for each deal, coming from the Development Bank of Wales’s £8 million Wales Angel Co-Investment Fund. Find out more, here: https://ow.ly/jRix50QOvaI #InternationalWomensDay Stratigens from @Talent Intuition . UK Business Angels Association . Business Angels Europe . British Business Bank
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HOW MIGHT THOSE IN GEN Z PRESERVE AND TRANSFER INHERITED WEALTH? As Generation Z stands on the receiving end of Canada's largest intergenerational wealth transfer, the question arises: How can they preserve and grow this inheritance? From tax-smart savings plans to trusts, learn how proper planning and enhanced financial literacy can help Gen Z manage this substantial economic shift responsibly. 👉 Discover key strategies for wealth preservation in our latest blog: https://lnkd.in/gyzB2KDn #HullonEstates #GenZ #WealthTransfer
H&H LLP
hullandhull.com
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"Thinking about resilience as a muscle suggests that it can be thoughtfully and incrementally developed by use. It requires both exercise and effort to build. Once that’s recognized, we become aware of the opportunities to develop resilience and the need to evaluate when help or a shortcut is benign and when it can undermine the development of resilience." By engaging periodically in a strategic planning process, family enterprises can build collective and individual resilience in their members. In this article published in Trusts & Estates magazine, our partners Rebecca Meyer and Fredda Herz Brown, PhD discuss the importance of looking for opportunities to foster resilience, and offer a strategic framework for family enterprises to follow. https://lnkd.in/dfyK5bF
Thought Leadership III - Trusts&Estates 2021 — Relative Solutions
relative-solutions.com
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