360° Family Wealth Management
What is 360° Family Wealth Management?
Affluent families, by necessity, use a diverse cast of professionals to tend to the various, complex elements of their wealth management plan. Often, however, there is no one at the helm, directing the team. The risk of this fragmented, piecemeal planning approach is that it may result in costly, sometimes devastating mistakes as a result of poor coordination.
It is for this reason that we believe 360° Family Wealth Management is critical to the implementation of a successful Wealth Management Plan.
Are you a candidate for our 360° Family Wealth Management Services?
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- Visit Your Money with Kestra’s New Paperless Statement Delivery System
Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra’s New Paperless Statement Delivery System. Deadline to Enroll is April 1, 2021.
- The Donor Advised Fund – Charitable Giving While Living
A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities benefiting from your generosity during your lifetime.
- Should you continue to invest in the Stock Market in light of recent events?
The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Flair-up across the world, and the failure to vaccinate people on a timely basis, have created uncertainty for investors. In light of these major events of the past few weeks, should investors continue to invest in the stock market? Listen in as Kevin Ellman CFP and CEO and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC discuss these timely topics.