HeirWealth

At HeirWealth, we're more than just a wealth platform; we're a growing family of tech and finance specialists dedicated to supporting family wealth and creating timeless legacies. So from our family, to yours, happy holidays and many thanks for being part of our LinkedIn community and supporting our growth. We look forward to an exciting 2025 with you! And if you want to book in a demo, we'll be back on deck early January. #HeirWealthFamily #HolidayJoy #wealthtransfers #WealthBuilding #wealthmanagement #highnetwealth

Some assets are priceless, so why not make them timeless with HeirWealth. Our wealthtech platform allows you to track all of your wealth - from traditional to non-traditional assets in the one secure place. It's a tremendous relief and a beautiful way to ensure peace of mind and a secure legacy for your loved ones. Take the first step toward an organised financial future in 2025 and start creating a timeless legacy. Ask your adviser today about HeirWealth, or email us at info@HeirWealth.com to book a demo with Ray Tubman or Daniel Tubman #HeirWealth #WealthTransfers #Organised2025 #WealthManagement #IntergenerationalWealthTransfers #Investors #Accountants #FinancialAdvisers Jason Nyilas Amelia Lee Manny Kastellas Michael Csavas

Thank you Connie Mckeage for sharing your expert insights as a former fintech CEO and awarded businesses person on why HeirWealth is the go-to platform for high net worth investors and their trusted advisers. In a world where financial advisers and accountants juggle multiple platforms HeirWealth stands out by offering seamless integration and a unique, positive experience for both customers and their families. As younger generations redefine investing, HeirWealth leads the way as being the only platform that measures, values, and tracks over 40 traditional and non-traditional assets. Join us in transforming the investment landscape and secure your family's future with HeirWealth. #familywealth #wealthtransfers #integrations #platforms #wealthmanagement #HeirWealth #InvestmentInnovation #FamilyWealth #FinancialFuture Ray Tubman Geoff Lloyd Daniel Baldovin Manny Kastellas Daniel Tubman Amelia Lee Neil Hazelman, MDes BGL Corporate Solutions kyle murphy Patrick Corbett Jason Nyilas Michael Csavas

Your prized possessions deserve more than just being a line item on some wealth management platform. With HeirWealth's sophisticated tech, you can elevate your wealth to extraordinary levels. Our platform tracks your family's wealth, so you'll never wonder what you have, where it is, or what it’s worth. Take the first step toward an organised financial future and start creating a timeless legacy. Ask your adviser today about HeirWealth, or email us at info@HeirWealth.com to book a demo. Or reach out to Daniel Tubman or Ray Tubman directly. #HeirWealth #WealthTransfers #Organised2025 #WealthManagement #IntergenerationalWealthTransfers #Investors #Accountants #FinancialAdvisers

Earlier this year, our CEO, Ray Tubman, shared his visionary plans for the future of HeirWealth. While he hasn't quite managed to clone himself with AI yet, our technologist founder isn't ruling it out! 2025 is shaping up to be a transformative year for our wealthtech platform and the point of difference we bring to high net worth families and their trusted financial advisers and accountants. We're set to enhance the smarts of our tech, introduce community features, and are looking at the role of AI to elevate engagement. Book a 2025 demo with Ray and the team, and be part of this exciting journey into the future of wealth management. #HeirWealth2025 #WealthTech #AIInnovation #HighNetWorth #wealthtransfers #sophisticatedtech Geoff Lloyd Connie Mckeage Jason Nyilas Manny Kastellas Michael Csavas Amelia Lee Daniel Tubman Daniel Baldovin

Because it's Friday and your wine cellar probably looks a bit like this... we know that your prized collectables deserve more than just being another line item on some wealth platform. With sophisticated tech for truly sophisticated people, why settle for ordinary when you can have extraordinary? Discover the HeirWealth difference and book a demo at info@heirwealth.com #HeirWealth #Legacy #WealthManagement #SophisticatedTech #FineWine #FridayFeels Ray Tubman Daniel Tubman Manny Kastellas Michael Csavas Amelia Lee Jason Nyilas Neil Hazelman, MDes

Gift the assurance of an organised financial start to 2025 with HeirWealth. HeirWealth is the only platform that allows high net wealth investors and their trusted advisers to manage all your wealth—from traditional to non-traditional assets—in one secure place. Ensure all family wealth, including vital documents, assets, valuations, calendars, and key contacts, is managed, measured and tracked over time. It's a thoughtful way to provide peace of mind and secure a lasting legacy for your loved ones. Discover HeirWealth by booking a demo with Ray Tubman or Daniel Tubman today at info@heirwealth.com #HeirWealth #OrganisedWealth #FamilyLegacy #SecureFuture #WealthTransfers #IntergenerationalWealthTransfers Jason Nyilas Michael Csavas Amelia Lee

Since we launched the HeirWealth platform 7 months ago we have observed a number of trends within the world of high net worth investors, many of whom are increasingly navigating a landscape that's more complex and purpose-driven than ever. Today we share some of the gained valuable insights to help advisers and investors have meaningful family wealth conversations and prepare for 2025. Here's a sneak peek: 🔹 Purpose-Driven Investments: Aligning investments with family values for financial returns and positive impact. 🔹 Generational Wealth Transfer: Emphasising comprehensive planning and governance for smooth transitions. 🔹 Building Resilient Legacies: Focusing on education, philanthropy, and shared values for lasting family legacies. 🔹 Transparency & Reporting: Innovative solutions for clear insights and informed decisions. 🔹 The Feminisation of Wealth: Supporting women as they become primary beneficiaries of wealth transfer. 🔹 Private Market & Alternative Assets: Streamlining processes for lucrative opportunities. Click on this link to read our latest HeirWealth article: https://lnkd.in/gwi-hBan #WealthManagement #HighNetWorth #PurposeDriven #FamilyLegacy #Heirwealth Ray Tubman Michael Csavas Jason Nyilas Daniel Tubman Amelia Lee

💎 Black Friday Alert! 💎 Looking to secure the family jewels with a sophisticated wealth solution? Look no further than HeirWealth! This Black Friday, from November 29th to Cyber Monday, enjoy 10% OFF all our HeirWealth subscriptions. This is a one-time offer, not a lifetime discount! HeirWealth helps High Net Wealth families and their trusted advisers streamline even the most complex of wealth, as well as organise and track across more than 40 asset types, so you'll never have to wonder what you have, where it is, and what it’s worth again. 📊 Ask your accountant or financial adviser about HeirWealth, and take the first step toward a more organised financial future for your family. 👉 Use this code: BLACKFRIDAY10 At this url: https://lnkd.in/gGZhpUvn #HeirWealth #WealthTransfers #Organised2025 #WealthManagement #IntergenerationalWealthTransfers #Investors #Accountants #FinancialAdvisers #BLACKFRIDAY #cybermonday Ray Tubman Jason Nyilas Daniel Baldovin Michael Csavas Amelia Lee Daniel Tubman Patrick Corbett kyle murphy Ming Lu Connie Mckeage Geoff Lloyd

💎 Black Friday Alert! 💎 Looking to secure the family jewels with a sophisticated wealth solution? Look no further than HeirWealth! This Black Friday, from November 29th to Cyber Monday, enjoy 10% OFF all our HeirWealth subscriptions. This is a one-time offer, not a lifetime discount! HeirWealth helps High Net Wealth families and their trusted advisers streamline even the most complex of wealth, as well as organise and track across more than 40 asset types, so you'll never have to wonder what you have, where it is, and what it’s worth again. 📊 Ask your accountant or financial adviser about HeirWealth, and take the first step toward a more organised financial future for your family. 👉 Use this code: BLACKFRIDAY10 At this url: https://lnkd.in/gGZhpUvn #HeirWealth #WealthTransfers #Organised2025 #WealthManagement #IntergenerationalWealthTransfers #Investors #Accountants #FinancialAdvisers #BLACKFRIDAY #cybermonday Ray Tubman Jason Nyilas Daniel Baldovin Michael Csavas Amelia Lee Daniel Tubman Patrick Corbett kyle murphy Ming Lu Connie Mckeage Geoff Lloyd