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?
Take our Stress Test →
- Own The Future! Join us for our quarterly webinar on October 26, at 11 am ESTJoin Kevin Ellman, CEO of Wealth Preservation Solutions and Anna Verhaegan, Investment Strategist of BlackRock, as they discuss their market outlook and take a deep dive into BlackRock’s Megatrends Portfolio.
- Kevin Ellman’s June 2021 Market Outlook
Kevin discusses his updated outlook on the market as of June 2021 by examining 6 key economic indicators that may affect market performance.
- It’s Not Timing the Market, but Time in the Market!
Kevin demonstrates how a strategy of trying to pick stock winners or chasing the “hot dot” is a poor approach to investing in the Stock Market. Instead, he advocates a long term perspective, building and nurturing a balanced and diversified portfolio.
Take the 360° Stress Test and receive a free copy of our latest book, “Can Your Family Wealth Management Plan Pass the 360° Stress Test?” by Kevin Ellman, CFP and CEO and Paul D Miller, President of Wealth Preservation Solutions, LLC.