Pinnacle Partners’ Post

Workforce Housing helps middle-class families and working professionals live in a safe and comfortable place that allows them to thrive in the communities they work in. For investors, this is also an asset class that continues to be in high demand. Join Pinnacle Partners and JPI as they discuss the macroeconomic factors contributing to its rising demand and what they will be developing in their new Workforce Housing Fund. Jeff Feinstein Leo Backer Blake Backer #realestate #workforcehousing #realestateinvesting

🌟 **PwC High-Net-Worth Investor Report Highlights** 🌟 📊 **Key Stats:** - **46%** of high-net-worth investors plan to change or add wealth management relationships in the next 12-24 months. - **39%** have already switched or added a new relationship in the past 3 years. - **66%** desire increased personalization in their wealth management relationships. 📈 **Main Insights:** - High-net-worth investors are seeking more personalized experiences, access to diverse products, non-traditional assets and services, and improved digital capabilities. - Traditional wealth management relationships are becoming less "sticky" as clients look for providers who can meet their evolving needs. 🔍 **What This Means:** - Wealth managers need to adapt to these changing expectations to retain clients and attract new ones by focusing on building targeted service offerings and expanding their product shelves - Emphasis on digital transformation and personalized service with curated digital l experiences is key to staying competitive in the industry. #WealthManagement #HighNetWorth #FinancialServices #Investing

What's the most important part of this debate? Citywire have done some great work on putting a spotlight to tailored (partnership) models. Although we have this offering available at Binary, we don't believe it's right for every firm, nor every end-client. There are times when simplicity is a suitable option, but when you consider the growth of the profession, the transition to larger SME businesses, creating a unique offering could also be compelling. If advisers are looking at exploring this, important things to consider: 1) Leverage your buying power with DFMs, if they're taking a larger proportion of your CIP, it shouldn't necessarily cost your clients more 2) If your investment ethos is important to you, find a provider who can offer genuinely bespoke models, not re-packaging their existing range 3) Client servicing is paramount, greater transparency, bespoke reporting and accessibility to the investment managers Having specialised in these deals with advisers for the past 3 years, happy to answer any questions: Sarb.thind@binarycapital.co.uk

As the high-net-worth investor segment continues to grow in terms of households and assets, it’s more important than ever for advisors to offer personalized solutions to deeply serve these valuable clients. Our newly launched high-net-worth page enables you to evolve your practice and investments to meet the complex needs of high-net-worth investors. • Scale your investment process across all client segments with models to unlock time for your high-net-worth clients • Deliver tax management and enhanced personalization with separately managed accounts (SMAs) • Potentially amplify returns and offer additional sources of diversification through private markets To learn more about BlackRock’s suite of high-net-worth solutions, check out our page here -> https://lnkd.in/evS_WXJz. #wealthmanagement For Professional Investors Only

𝐏𝐢𝐧𝐧𝐚𝐜𝐥𝐞: 𝐘𝐨𝐮𝐫 𝐆𝐚𝐭𝐞𝐰𝐚𝐲 𝐭𝐨 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 At Pinnacle, we don't just promise success—we deliver it. With decades of experience and collaboration with global industry leaders, we offer the most secure and profitable investment solutions in today’s dynamic market. Our recent 17% growth over the past year is a testament to our unwavering commitment to your financial triumph. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐏𝐢𝐧𝐧𝐚𝐜𝐥𝐞? Personalised Advisory: Receive tailored guidance from hands-on advisors, aligned with your unique financial goals. Timely Insights: Stay ahead with daily and weekly updates, complemented by in-depth monthly reports. Diverse Investment Opportunities: Access a broad range of asset classes for a well-rounded and strategic portfolio. Exclusive JV Partnerships: Engage in high-growth ventures available only to our select partners. Market Edge: Enter unsaturated markets with ripe opportunities and minimal competition. Exclusive Investor Access: Be part of an elite group enjoying privileged investment terms. Secure Investments: Benefit from first-charge and unleveraged security structures, ensuring a conservative yet profitable approach. Partnering with Pinnacle means aligning with opportunities that consistently surpass expectations. Supported by the strength of renowned financial institutions, our proven track record speaks for itself. To join us today, you can call us on +44 (0) 207 183 4840, email: cb@pinnacle-distribution.com or visit: https://lnkd.in/ehxAA_VP #ifa #wealthmanagement #familyoffice #FinancialProfessionals #InvestmentDistributor #InvestmentOpportunity #investments

As the high-net-worth investor segment continues to grow in terms of households and assets, it’s more important than ever for advisors to offer personalized solutions to deeply serve these valuable clients. Our newly launched high-net-worth page enables you to evolve your practice and investments to meet the complex needs of high-net-worth investors. • Scale your investment process across all client segments with models to unlock time for your high-net-worth clients • Deliver tax management and enhanced personalization with separately managed accounts (SMAs) • Potentially amplify returns and offer additional sources of diversification through private markets To learn more about BlackRock’s suite of high-net-worth solutions, check out our page here -> https://lnkd.in/e4qTe7h4. #wealthmanagement For Professional Investors Only

With 40% of U.S. financial advisors set to retire by 2030, succession planning is critical. Succession Link and Private Advisor Group are partnering to offer tech-driven solutions, ensuring continuity and stability for advisors and their clients. Read More: https://ow.ly/xkOL50SUKRH #SuccessionPlanning #FinancialAdvisors

As businesses evolve, capital structures are increasingly flexible. In a recent Wealth Solutions Report article, our own Bruce Cameron, Partner and Co-Founder at Berkshire Global Advisors, shares his insights on how private ownership can offer more dynamic solutions during periods of high growth. Learn why a public listing isn’t always the endgame and how private firms can leverage more stable valuations and financing opportunities. Read more: https://lnkd.in/gum6_S7P #PrivateEquity #CapitalMarkets #FinancialServices

Wealth managers focus on preserving and growing their client's assets, while governments are driven by broader goals like boosting local economies and reducing unemployment. For investors and capital raisers, understanding how these differing mandates can complement each other is crucial when planning your funding strategy, especially for ventures like real estate development or business growth. 🔸 Government funding is often tied to job creation and regional development. 🔸 Wealth managers prioritize low-risk, high-return opportunities for their clients. 🔸 Combining both sources of capital can strengthen your investment approach. 👉 Watch the full episode for more strategies on leveraging these funding channels: https://lnkd.in/gn6wPsp8 💼 Explore exclusive investment opportunities through the Angel Investors Network Membership: https://lnkd.in/dNV5xgz4 Which funding source do you think offers the best long-term potential? Let’s discuss in the comments! #InvestmentStrategy #PrivateEquity #CapitalRaising #RealEstateInvesting #WealthManagement #EconomicGrowth #AngelInvestors #BusinessFunding #FundingStrategies #AngelInvestorsNetwork

As high-net-worth individuals and families seek comprehensive financial solutions, the concept of a Multi-Family Office (MFO) is gaining prominence. A Multi-Family Office goes beyond traditional wealth management services, offering a holistic approach to financial planning, investment management, and family governance. Let's explore the key benefits that make a Multi-Family Office an invaluable asset for those with substantial wealth. Read more here (and stay tuned for an exciting announcement related to this post coming soon!): https://lnkd.in/e2N9eVnF #MultiFamilyOffice #MFO #WealthManagement #FinancialWellness #GatePassCapital