Chair of our Estate Planning & Administration Group Linda Wank has once again been recognized in Chambers and Partners' High Net Worth Guide. Congratulations, Linda! https://lnkd.in/eAnWkzir #ChambersUK #ChambersHNW #HNW #PrivateWealth
Frankfurt Kurnit Klein & Selz’s Post
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More insight into the program for the upcoming Private Wealth Adviser Forum that we have been working on with PWN. In this conversation with Richard Milroy, our ceo Vanessa Stoykov explores some of the expert speakers who will be there on the day to share insights with wealth advisers, lawyers and accountants of HNW and family offices. If you want to know more about the event, more information can be found here. https://lnkd.in/eVUNcVte #hnw #familyoffices #education #futuregenerations
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Leah Tolton, K.C., FEA recently spoke with Canadian Family Offices to discuss her practice advising high-net-worth family businesses on governance, succession planning and M&A. With her Family Enterprise Advisor designation, she stresses the need for advisors to collaborate and address the complex issues these families face, treating the family, business and family office as an interconnected system. Read the article: https://okt.to/d6TSyf #FamilyEnterprises #CorporateGovernance
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“For many of our families, we act as lead intermediary, coordinating activity between family members and important service providers for tax prep, trust and estate planning, and sometimes concierge services,” said Foster. “I think we are a great partner with other professional services providers because we believe in open architecture and open dialogue. We also work with numerous families where we have excellent, collaborative relationships with a lead intermediary.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
Advisors offer suggestions for navigating the family office
https://www.investmentnews.com
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JTC Private Office presents its first video of a five-part series ‘Introducing Family Governance’. Throughout this series we discuss how the JTC Private Office team supports clients in nurturing their wealth, and we look at the growing importance of good family governance for ultra-high-net worth families. In this first video, Nic Arnold, UK Head of JTC Private Office, talks about why there is a fundamental need for robust family governance and explains the challenges that some families are facing. Watch the video below. https://bit.ly/4dIaldb #introducingfamilygovernance #familygovernance #successionplanning #jtcprivateoffice #familyoffice #timeisthegreatestluxury #uhnw #wealth
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Four more videos to come too! Keep an eye out this week and next week for the remaining vids in our insightful 'Introducing Family Governance' series.
JTC Private Office presents its first video of a five-part series ‘Introducing Family Governance’. Throughout this series we discuss how the JTC Private Office team supports clients in nurturing their wealth, and we look at the growing importance of good family governance for ultra-high-net worth families. In this first video, Nic Arnold, UK Head of JTC Private Office, talks about why there is a fundamental need for robust family governance and explains the challenges that some families are facing. Watch the video below. https://bit.ly/4dIaldb #introducingfamilygovernance #familygovernance #successionplanning #jtcprivateoffice #familyoffice #timeisthegreatestluxury #uhnw #wealth
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Reflecting the values of the next generation of family members is a challenge – and an opportunity – for the family office sector. Alex Scott, a fourth-generation family business owner and adviser to other families discusses the future trends for family offices. Watch the full video here: https://lnkd.in/eZaY82Sy When investing, your capital is at risk. #FamilyOffice #Succession #WealthManagement Alexander Scott Henna-Emilia Tavi
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Leah Tolton, K.C., FEA spoke with Canadian Family Offices to discuss her practice advising high-net-worth family businesses on governance, succession planning and M&A. With her Family Enterprise Advisor designation, she stresses the need for advisors to collaborate and address the complex issues these families face, treating the family, business and family office as an interconnected system. Read the article: https://okt.to/o36nwX #FamilyEnterprises #CorporateGovernance
When a Lawyer Steps In: Leah Tolton and Family Businesses | Canadian Family Offices
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What’s the word at the top? It’s always good to know what the CEOs are thinking. Canadian Family Offices consulted these chief executives about what they’re investing in, what their clients want and what they like about their work. #familyoffice #wealth #wealthmanagement #investing #UHNW #enterprisingfamily #FEA #FEC #FELI #STEP #TEP #CFA #CMA #CPA #CA #CPA #CA #RFP #IAFP #CMT #CanadianFamilyOffices
Seven heads of Canadian family offices and what they’re thinking
canadianfamilyoffices.com
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"A solution-orientated and highly connected family office can be an attractive mechanism, not only for preserving and generating a family’s wealth, but also providing a stabilising presence to support key stakeholders." In an article for IFC Review, Carey Olsen Cayman Islands partner Bernadette Carey and senior associate Sarah-Jane Hall explore the challenges of managing family wealth. They emphasise the role of family offices in preserving and growing wealth, providing professional services, and supporting family members. Click here to read more: https://lnkd.in/dYH8yJb9 #FamilyOffice #WealthManagement #PrivateWealth #CaymanIslands
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Fund Manager CEO of East Harbor Financial Allocated over $200MM in Capital 💸 DM for investment/collab
Reflecting on over 30 years of history, our financial company stands strong 💪. As CEO for 13 years in our family business, I'm entrusted with safeguarding its legacy for the future—even considering passing the torch to my son one day (despite a recent failed interview 🤦♂️). In our credit fund, we focus on three key factors: substantial down payments (like 40% on a recent $1.5 million yacht), meticulous credit profile analysis, and expert legal guidance tailored to each industry. These ensure secure investments in luxury assets. 💼💰 #FinancialLegacy #SecureInvestments #Finance #BrunoRaschio
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