Aventura Private Wealth’s Post

A big thank you to Wealth Professional Canada Magazine for sharing our Investment Team announcements. The addition of both Alfred Lee, CFA, CMT, DMS and Kathleen Wylie, CFA marks a big moment for Q Wealth Partners.   Read the full feature here: https://bit.ly/3XsUlX4   #QWealthPartners #InvestmentLeadership #ClientFirst #WhereMoneyMeetsMeaning

In WealthManagement.com's 2024 MidYear Outlook, Managing Director at Kingbird, Lei Farrand, posits that private real estate investments offer an opportunity for RIAs to generate compelling uncorrelated risk-adjusted returns – but further, with the right dynamic “total return” perspective, RIAs can follow in the footsteps of family offices to effectively minimize downside risk exposure while simultaneously pursuing the goals of wealth preservation, durable income, and capital appreciation.  #KingbirdInsights #RIA #Multifamily #RealEstateInvesting #FamilyOffice #WealthManagement Read more below about Kingbird’s strategy to infuse stability into investment portfolios amidst volatile economic cycles: https://lnkd.in/eYruHB2g

Build a Lasting Legacy with Optiva Capital Partners Secure Your Family's Future with Our Expert Wealth Management Solutions At Optiva Capital Partners, we understand the importance of protecting and growing your hard-earned wealth for generations to come. Our team of experts is dedicated to helping you build a lasting legacy, ensuring a secure financial future for you and your loved ones. Our Wealth Management and Retention Solutions: - Protect Your Assets: Safeguard your wealth from unnecessary risks and taxes. - Grow Your Legacy: Invest in opportunities that generate long-term growth and returns. - Preserve Your Heritage: Ensure your values and legacy are passed down to future generations. Benefits of Our Expert Solutions: - Peace of Mind: Know your wealth is secure and growing. - Family Security: Provide for your loved ones' financial well-being. - Legacy Preservation: Ensure your values and impact endure. Trust Optiva Capital Partners to: - Develop a personalized wealth management plan - Implement effective wealth retention strategies - Provide expert guidance and support Build a Lasting Legacy Today! Contact us to schedule a consultation and take the first step towards securing your family's financial future. Programs We Offer: - Wealth Management - Wealth Retention - Investment Immigration - Citizenship by Investment - Residency by Investment #WealthManagement #WealthRetention #LegacyPlanning #FamilySecurity #FinancialFuture #OptivaCapitalPartners #InvestInYourLegacy #SecureYourWealth #BuildALastingLegacy

Focused on wealth building

International wealth succession planning and structuring. Boston Multi Family Office hosted a great discussion last night among 13 wealth management and structuring professionals (spanning 3 generations of planners and advisors) asking the question: Is the process we follow to structure our clients’ wealth still relevant to the client and to the aim we want to achieve for the family. - Process habits: After decades of assisting the client, our processes may become a function of habit and may detract from being creative, thorough and solution driven. - Intent: Because we are professional, we always monitor our cost and, sometimes, to ensure we are cost effective, we don’t spend as much time as we should with the founder to ascertain what the true intent is behind the creation of the wealth structure. - Governance: Governance are an essential part in ensuring the effective execution of the wealth succession plan. In selecting a service provider that has a high degree of governance is operating the structures will ensure that the intent of the founder is crystallised over generations. This is especially important when selecting an international service provider. - Industry succession: Are we making sure there is a succession plan in terms of the industry? Are we raising up next generation advisors to learn and absorb the knowledge and experience of the current generation of wealth advisors. Thank you Cecilia Albertyn, Paul Blake FCMI of Finance Isle of Man for joining us and your invaluable contribution. #wealthstructuring #familywealth #familygovernance #familybusiness #governance #successionplan #isleofman #southafrica

Unleash the potential with our dedicated team by your side. As Private Wealth Advisors and Portfolio Managers, we're here to navigate the intricacies of multigenerational wealth management. Let's craft your pathway to success together. Reach out today to schedule an appointment. #WealthManagementExperts #ComprehensivePlanning #WealthPreservation #FinancialConfidence #FinancialGuidance #PrivateEquity

Intentional wealth transfer is about more than transferring assets to the next generation. It is about transferring knowledge, values, work ethic, a giving spirit, humility and so much more to the next generation. This along with a shared vision can help create long-lasting sustainable legacies and ensure financial assets are used wisely to meet a common mission.

“The Great Wealth Transfer” is underway. Our upcoming “Family Wealth Planning: Preparing the Next Generation” Webcast has insights. Register now. https://pim.co/rhe9ak7e #FamilyWealthPlanning

Our very own Damon Massey (Investment Advisor, Wealth Management & Trust) was recently featured in Louisville Business First as part of their Executive Insights series. In this discussion, experts talk strategies to protect and grow wealth in today’s economy. Read more at https://lnkd.in/gEYJgwB5 

"A modern Multi-Family Office isn't just about managing wealth, it's about so much more." It was great to hear Mutual Trust Pty Ltd's Director, Wealth, Angus Mann presenting at Markets Group's 5th Annual Australia Investors Forum today! #multifamilyoffice #modernfamilyoffice #whatmattersmost #purposeofwealth #intergenerationalwealth