Verdence Capital Advisors’ Post

What a valuable session helping clients identify their goals and estate planning opportunities.

Mount Stuart Square has a long heritage of sound financial management, becoming a hub of Cardiff trade in the Victorian era. In fact, it is understood that the world’s first-ever £1m deal took place here. We carry on that tradition by putting you, our client, at the heart of what we do to make sure that you receive financial advice you will value and can act upon. With our support, you can protect the things and people you love, plan ahead for the future and use your money to achieve the things you want in life. Our advice is not just for today but for tomorrow. We can help you put plans in place to pass on your wealth to future generations. And for business owners, we can help with succession planning, to ensure your professional success lives on. #RetirementGoals #InvestmentGoals #FinancialAdvisersCardiff #WealthManagementCardiff

Elliott, 56, the CEO and founder of Southington-based family office D.R. Elliott & Co., rejects the vast majority of pitches — about 99%. So it is 99% about #wealthmanagement and only 1% is focusing on #wealthcreation. The anticipated increase in the number of new family offices is expected to be propelled by the Great Wealth Transfer phenomenon. This transfer of wealth from one generation to the next is projected to significantly impact the establishment of family offices. As wealth is passed down, families are looking to secure their financial futures by setting up dedicated offices to manage and grow their assets. This trend is likely to reshape the landscape of family wealth management and bring about a surge in the creation of new family offices. #WealthManagement #FamilyOffices #sfo #wealthcreation #220dots #investment #policy #wealthtransfer #heritage #wealthtransmission https://buff.ly/4bgv5XN

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE

Every ultra-high-net-worth family needs a solid legacy plan, but creating one is often easier said than done. These are often complicated estates with multiple assets, businesses and family members to consider. Shelley Forsythe, Director of Family Enterprise Planning, BMO Family Office, explains how these challenges can be overcome. http://spr.ly/6000WdqhE