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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- Does Your Financial Planning Advisor Listen?Being sensitive to a client’s needs, and designing a plan that successfully meets a client’s financial planning requirements, begins with a critical skill, listening. From there, a family wealth manager can coordinate a client’s advisory team and orchestrate a financial plan that is designed to 1) meet a client’s current needs and 2) incorporate flexibility as life circumstances change over time.
- Kevin Ellman’s Post-Election Market OutlookNow that the election is mostly settled, Kevin Ellman, CFP shares his market outlook on the impact the election results may have on your investment strategy moving forward into 2021.
- The Upcoming Election and Current US EconomyThis week, Kevin compares the recovery of the US economy to maneuvering an aircraft carrier. Listen in to hear Kevin’s perspective on how to continue to prepare, pre and post election.
Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth!
