Family Office Exchange’s Post

🚀 *Scaling personalized advice is the key to engaging today’s clients! In today’s competitive landscape, advisors must differentiate themselves to earn more clients and build lasting relationships. In my recent conversation with Erkko Etula from Brooklyn Investment Group, we explored how financial advisors can serve Millennials and Gen Z through personalized, tax-efficient strategies—without increasing costs. Operational Alpha and tech-driven solutions help firms scale advice across complex portfolios, creating more meaningful engagement. Catch the full interview for more insights! 👇   Flyer Financial Technologies Wealth Management EDGE #WealthManagement #FinancialPlanning #NextGen #OperationalAlpha #ClientEngagement

What are the benefits of operational alpha? 📢 Erkko Etula, CEO and Co-Founder, Brooklyn Investment Group, joined Rusty Sommer, Managing Director – Strategic Partnerships, Flyer Financial Technologies, to try and answer the big question, “how do you serve the portfolio in a personalized way, while making it tax and cost-efficient?”. Take a watch to find out where “operational alpha” comes into this, what it means to Brooklyn Investments, and how it could be implemented into your firm >> http://spr.ly/6041WOYJX #WMEDGE #personalization #operationalalpha

How to Diversify Beyond Real Estate Syndications: Insights from Expert Chihiro Kurokawa In this episode of the Live Off Rents show, host G. Brian Davis, co-founder of SparkRental, dives into the world of corporate private equity with special guest Chihiro Kurokawa, Director of ZT's Corporate Private Equity Practice. Discover how to diversify your investments beyond real estate syndications and explore the benefits of investing in private equity businesses. Chihiro shares his journey from real estate syndications to corporate private equity, the types of investments ZT focuses on, and how investors can analyze and mitigate risks in non-real estate ventures. This conversation is a must-listen for anyone looking to broaden their investment portfolio

What the heck is a preferred return anyway?........ Check out my video to learn more. Hi, I'm Pete Turner I source deals and create opportunities for our partners and our investors. If you want to see what we're up to, check out our website. Id be honored to have you subscribe to our investor club #capitalturners #multifamily #realestate

Three things....... What are three things you're doing for your business this week? Don't have a business? Let me ask...what are you doing to build your knowledge base to get to that place you want to be in 3 to 5 years. Hi, I'm Pete Turner I source deals and create opportunities for our partners and our investors. If you want to see what we're up to, check out our website. Id be honored to have you subscribe to our investor club #capitalturners #multifamily #realestate

An exclusive look into Uppercrust Wealth – a glimpse into our journey, core values, and the vision that drives us forward. This corporate film captures the essence of what we stand for: a legacy of trust, a commitment to excellence, and a mission to empower investors with confidence and clarity. For over two decades, we’ve been dedicated to helping our clients achieve financial well-being and long-term prosperity. With an AUM of over 800 crores, our story is not just about numbers; it’s about the trust and partnerships we’ve built with each client over the years. This film showcases the dedication of our team, the success stories of our clients, and the passion that fuels our purpose. This milestone wouldn’t have been possible without our clients, partners, and the relentless commitment of our Uppercrust Wealth family. Thank you for being part of our journey. 🌟 👉 Watch the film here and take a deeper look at what makes us Uppercrust Wealth. #UppercrustWealth #CorporateFilm #FinancialPlanning #WealthManagement #InvestmentJourney #ClientFirst

🎙️ We are thrilled to announce that our Founder and CEO, Akshay Arora, will be moderating a fireside chat at SuperReturn Middle East! Akshay will be leading an engaging discussion with Christiaan de Lint, Managing Partner at Headway Capital Partners , on the topic: "Investment Modernized: The Rise of Independent Sponsors." In this session, they’ll explore how independent sponsors are reshaping #privateequity, offering unique flexibility, deal structures, and opportunities for both investors and entrepreneurs. From sourcing niche opportunities to building strategic investor relationships, this conversation will provide deep insights into the evolving landscape of private equity. 🔥 Join us as we dive into: -The advantages of the independent sponsor model in today’s market -Real-world examples of successful transactions -Key strategies for managing risk and aligning interests between sponsors and investors Don’t miss this opportunity to gain exclusive insights into one of the most dynamic trends in private equity today. #PrivateEquity #IndependentSponsors #SuperReturnME #EuphoriaCapital #InvestmentStrategies #FiresideChat #SRME #VentureCapital

Today, I had the opportunity to chat with Joe Schorge, Founder and General Partner of Isomer Capital. We covered a lot—our vision, our investment strategy, and yes, there were plenty of laughs along the way. ⤵️ After more than two decades of being in the trenches as a founder, stepping into the shoes of a first-time fund manager feels a bit like walking a tightrope—exhilarating yet demanding. It's a unique challenge, and honestly, it can get pretty lonely. 🥹 But then there are days like today. Meeting someone like Joe isn't just refreshing, it's vital. We're driven by our connections—not because it sounds nice, but because it's the core of who we are. Strong relationships don’t just support our work; they amplify and transform it. So, here's a shout-out to Joe for the morning boost and a big thanks to Joachim Laqueur for making the introduction. 💪🏽 Onwards and upwards, with people at the heart of everything we do. #firstdegree #founders #investors #changethewaypeoplework #whyrelationshipsmatter

The "Thriving to '25" webinar was full of wisdom from some of the sharpest minds in commercial real estate: Rob Finlay, CPM®, CEO and Founder of Thirty Capital, Max Bresner, COO of Brikwell, Jay Saunders, Director at Thirty Capital Financial, and Peter Slaugh, Founder and Managing Partner of OpenPath Investments. Read four of the most compelling insights, and watch the full recording here: https://ow.ly/SiSc50R6RB5 #commercialrealestate #CRE #financialinsights

We're hosting the biggest invite-only angel conference in the UK on 6th June, the Angel Investor Summit, right here in Brighton. 💸 Invitations have started going out to our curated guest list this week, so keep an eye out for yours... 📩 For full details, visit: https://lnkd.in/etWANxUV #angelinvestment #venturecapital #angelinvestor