FigTree Financial

We at FigTree Financial would like to thank all the clients, panelist and support that made our 2nd Annual Family Office Summit a success. Thank you to Richard Watts, Jenny Watts FCIPD, Tanya Kramer, Kevin Kimbrough CLU, ChFC and Kurtis Tucker for joining us as panelists to review Succession Planning, Life Insurance Solutions and Cross Border Tax matters. We truly have tremendous allies that assist us with our clients with their varied needs and also share the commitment to client education. Thank you to Amanda Jardine and Sherissa Rajh for ensuring everything was top notch and ran smoothly. Definitely inspiring to see the attention to detail and commitment to the needs of all who attended! #FamilyOfficeEducation #SuccessionPlanning #LifeInsuranceSolutions #CrossBorderTax #ClientEvent

It is with deep sadness that we share the passing of Mr. Darryl Myers, one of our esteemed Directors. Darryl played a pivotal role in the growth and success of FigTree. He will be fondly remembered for his mammoth knowledge, charismatic humour, exceptional insight, and unwavering support. His contributions have left an indelible mark on our company and everyone who had the privilege of interacting with him. Darryl will be greatly missed by his FigTree family. As we reflect on his contributions and the monumental legacy he leaves behind, our thoughts and prayers are with his family, friends, and colleagues during this difficult time.

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💡 Did you know that insurance can be a game-changer in succession planning? In our latest infographic carousel, we reveal 5 key strategies to unlock the power of insurance in protecting your legacy and ensuring a smooth transition for your business and loved ones. From safeguarding your assets to navigating legal complexities, insurance can provide a financial safety net and streamline the succession process. 🛡️ Discover how you can maintain control and privacy by incorporating insurance into your succession plan. At FigTree Financial, we're committed to helping you create a comprehensive succession strategy that leverages the power of insurance. Our expert advisors will guide you every step of the way, ensuring your legacy thrives for generations to come. Read our full article to learn more: https://lnkd.in/e-cjSDZu #SuccessionPlanning #InsuranceStrategies #LegacyProtection #FigTreeFinancial

The next generation is here. As we approach a monumental shift in wealth, Caribbean Millennials are poised to inherit an estimated $725 billion in assets over the next decade. At FigTree Financial, we understand the significance of the Great Wealth Transfer and are dedicated to preparing the next generation for responsible wealth management. 🔹 Are Caribbean high-net-worth individuals ready to grow by 38.7% by 2027? 🔹 How can NextGen leaders actively engage in their family's financial decisions today? Explore our tailored solutions designed to ensure a smooth transition and sustain family legacies. Your future is our priority. Let's empower the next generation together! 💼🌍 #CaribbeanWealth #FamilyLegacy #FinancialPlanning #NextGenLeaders #WealthManagement #FigTreeFinancial

Acquiring a new company is an exciting opportunity for growth, but it also presents unique challenges. In our latest case study, discover how we helped Client A successfully integrate a newly acquired team and align everyone with a shared vision for the future. Our comprehensive approach included: 🗣️ Objectively gathering insights and concerns from the new team  📈 Developing a clear 5-year vision, mission, and objectives  🤝 Organizing workshops to align everyone with the new vision, values, and culture  💡 Providing ongoing support for team and leadership development The result? A cohesive, high-performing organization poised for long-term success. 🏆 At FigTree Financial, we're committed to helping clients navigate complex business transitions and create lasting impact across generations.  Read the full case study to learn more about our expert services and how we can support your growth journey. #FigTreeFinancial #CaseStudy #AcquisitionSuccess #TeamUnification #GrowthMindset

Families often face various obstacles in managing their wealth across borders and generations, such as: 🞄 Ensuring a seamless wealth transfer to future generations 🞄 Minimizing tax liabilities and navigating regulatory complexities 🞄 Aligning investments with family values and legacy goals 🞄 Coordinating with multiple advisors and stakeholders across different jurisdictions At FigTree Financial, we help you conquer these challenges by providing: 🔹 Personalized strategies aligned with your family's unique values and priorities 🔹 Transparent, caring guidance to help steward your legacy 🔹 Enduring relationships built on service excellence and innovation 🔹 Expert advisors, secure systems, and deep knowledge to navigate the complexities of wealth management with ease Experience the clarity and confidence you deserve in your wealth management journey.  Visit www.figtreegroup.com to discover how we can help you build a lasting legacy that reflects your family's values. #WealthManagement #HighNetWorthFamilies #ConqueringChallenges #BuildingLegacies #FigTreeFinancial

At FigTree Financial, we understand that every client's financial needs are unique. That's why we offer tailored solutions designed to help you navigate complex finances and achieve your wealth management goals. 🎯 Our services include: 🔹Tailored solutions for generational impact (Families & Single Family Offices) 🔹Boosting financial performance with technology (Institutional Clients) 🔹Empowering elite advisors to grow (Independent Advisors) Every financial journey is different. Let our experts guide you to success with personalized strategies that meet your specific needs. Reach out today to see how we can help you excel in your financial aspirations 📈 📞 Contact us today and visit www.figtreegroup.com to learn more. #TailoredSolutions #WealthManagement #FinancialExcellence #FigTreeFinancial

Succession Plans: Why Do They Matter? 🤔 At FigTree Financial, understanding the essence of succession planning is at the core of securing your family's financial future. Here’s why having a robust plan is not just beneficial, but essential: 🔒 Preserving Wealth: Ensure a seamless transition of wealth across generations, minimizing risks and protecting your assets. 🤝 Maintaining Family Harmony: A well-prepared succession plan prevents conflicts and unites family members under shared goals and values. ✨ Securing Your Legacy: Safeguard your family’s principles and create a lasting impact that spans generations. A lack of formal succession planning can jeopardize everything you’ve worked hard for. Don’t let your legacy fade due to unplanned circumstances. Partner with us to craft a tailored strategy that not only protects but enhances your wealth and preserves your enduring legacy. Want to learn more about navigating the complexities of succession planning? Check out our latest article: https://lnkd.in/e-cjSDZu #FigTreeFinancial #SuccessionPlanning #WealthManagement #FamilyLegacy #FinancialPlanning

The great global wealth transfer is already underway, and the implications are monumental for the Caribbean's family offices and businesses. 🌍 Our new infographic visualizes the staggering statistics: 📈 "Family-owned businesses account for 60-90% of all companies in the Caribbean, serving as the backbone of the region's economy." Source: Caribbean Development Bank, 2020 📉 A mere 30% of Caribbean family businesses have a formal succession plan in place. Source: PwC Caribbean Family Business Survey, 2021 For Caribbean family enterprises and high-net-worth individuals navigating this generational shift, strategic wealth management is absolutely crucial to preserving legacies. 🌴💡 The hard truth? "Only about 3% of family businesses manage to survive past the third generation." But there's hope – key solutions like succession planning and insurance strategies can safeguard your family's future. 🔒 Discover why a comprehensive approach "spanning from protection to strategic planning" is vital. Read our full article here: https://lnkd.in/e-cjSDZu #WealthManagement #WealthTransfer #FamilyWealth #FigTreeFinancial #FamilyBusinesses #SuccessionPlanning