Laird Norton Wetherby’s Post

With the holidays rapidly approaching, now could be a good time to start the conversation about your family’s wealth. Here’s what you need to know.

Independent Financial Advisors often struggle to create a meaningful and lasting impact on their clients' lives and their own families. They may feel overwhelmed by the complexities of wealth management and the uncertainty of the future. Without a solid plan in place, their hard-earned wealth may be lost or may not make a lasting impact on future generations. This can lead to stress, sleepless nights, and a lack of fulfillment in their work. Take the SLG Quiz and see if your goals align with SLG: https://lnkd.in/esq9Xhuy Imagine working tirelessly to build your wealth, only to see it diminish over time or not have the desired impact on your loved ones. The thought of all your efforts going to waste can be disheartening and discouraging. It's time to break free from this cycle of uncertainty and take control of your future. At Strategic Legacy Group, we specialize in tailored planning services for Independent Financial Advisors. Our team of experts will work closely with you to create a purpose-driven and comprehensive plan that aligns with your values and goals. We will guide you through the complexities of wealth management, ensuring your hard-earned wealth is protected and grows over time. By taking control of your finances and leaving a lasting legacy, you can enjoy peace of mind, knowing that your loved ones will be taken care of for generations to come. #impactinvesting #successionplanning #kingdomimpact #slgwealth

Thanks to Financial Planning (and @Nathan Place) for allowing me to contribute. Wills and Trusts are a such a critical component to financial planning that they should not be ignored just because the topic of our mortality is hard. We at Murphy & Sylvest Wealth Management can help you navigate the hard things.

As the financial world evolves, a pressing question emerges: can the next generation rise to the challenge of managing family fortunes? With more wealth transitioning to younger heirs, the stakes are high for preserving legacy and navigating complex financial landscapes. This article written by Steve Randall for InvestmentNews dives into the readiness of the next generation to uphold and expand the family financial legacy, addressing the skills and strategies needed for success. Read on to explore how these new leaders are preparing to take the helm and what it means for the future of family wealth management. https://lnkd.in/gfWJ2uQe #familyoffices #nextgen #generationalwealth #wealthtransfer

Wealth Begets Wealth. A way to close the #WealthGap is to invest in foundational planning, through a multi-generational lens. Check out my latest article with Forbes on this topic. #GenerationalWealth #FinancialLiteracy #WealthEquality #WealthManagement #FinancialPlanning

Tip Tuesday! Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth. #planwithseacoast #seacoastfinancialplanning #keepingyouontrack https://bit.ly/48OQUOt

As part of our Building Our Financial Future series, PHOENIXUS is excited to present the upcoming session on 7 October: Strategic Inheritance Planning for a Lasting Legacy. This session will focus on critical strategies for protecting wealth and ensuring a seamless transition across generations. We are thrilled to welcome three distinguished speakers who will guide us through the complexities of inheritance planning: 🔹 Edmund Leow, SC Senior Partner at Dentons Rodyk, is a leading expert in tax, trust, and wealth management. With over 30 years of experience, Edmund has advised high-net-worth individuals and corporations on wealth preservation and tax strategies. His unparalleled expertise will provide attendees with insights into minimizing tax liabilities while securing long-term financial stability. 🔹 Vincent Lim Boon Siang, Senior Consultant at Precepts Legacy, is a trusted expert in estate planning, wills, and trust management. He will share practical strategies for reducing conflicts among heirs and ensuring a smooth transfer of assets. 🔹 YongHui Fong 冯咏慧, Certified High Net Worth Advisor and Trusted Financial Practitioner (TrFP), brings a wealth of experience in hybrid retirement and legacy planning. She has worked with senior corporate leaders and expatriates to build lasting financial legacies. Her dedication to women’s financial empowerment makes her an ideal speaker for our community of senior women leaders. This session is a valuable opportunity to gain practical advice on safeguarding the financial future for ourselves and future generations. Don’t miss out on this chance to learn from the best and take a proactive step towards Building Your Financial Future! #Phoenixus #FinancialLiteracy #WomenLeaders #WealthPreservation #EstatePlanning #InheritancePlanning #LegacyBuilding

Family Wealth Discussions: How to Talk about Money with Loved Ones- It can be tricky to talk about money with your family. Many people feel uncomfortable addressing the topic, whether it’s financial planning, wealth management, or future inheritance. Yet, as Morgan Stanley outlines, having these discussions is crucial to preparing for the future. https://lnkd.in/gYbTVKr3 #Estateplanningattorney

Shannon Saltos Experienced & dynamic Wealth Advisor. Shannon & her team has assisted many clients achieve their financial goals and secure their futures. Let's connect and explore how we can help. #Wealthadvisor #FinancialPlanning #InvestmentManagement #RetirementPlanning

Generational wealth planning is important. It should include asset protection & tax planning. Let’s be prepared to preserve your legacy