Wealth Management EDGE’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

Raido Capital Partners investor dinners bring together LPs, GPs and founders to discuss opportunities in financial technology and tech-enabled financial services. Founding partners Maxime Seguineau and Vincent Toesca had a great time co-hosting our San Francisco chapter this week with our friend John Scally III at UBS Private Wealth. Many previously venture-backed businesses have a great foundation for success but are no longer suited for hyper-growth capital once initial growth has moderated. For many it will be challenging if not impossible to earn their way into their last valuation. In order to adapt and deliver value, most of these companies need a reset and a re-calibration of their operations. They often have unsustainable capital structures which are mis-aligned for a moderate growth path where cash flow generation should be the focus. Over drinks and good food, we discussed how we approach value creation in the context of this re-calibration.

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

Family offices are changing the investment landscape.Many of them operate out of the public domain - but their impact is huge and expected to grow even more exponentially!! Many are well run businesses with CEOs and have strong investment teams.The aim is to continue and maintain the legacy of the family - possibly through multiple generations. A great space to get involved with.HBS has a great course taught by Professor Christina Wing and Professor Lauren Cohen - a great way to understand the space and learn about the governance of family offices for your own family or if you want to be part of a family office as an investment manager. #familyoffice #hbs

What an incredible evening at Upstate’s Property Investor Night! Our valued landlords and investors joined us for a night packed with expert insights from Catalyst Advisers , Washington Brown, and REA Group. From key investment trends to uncovering high-yielding opportunities, the night was filled with actionable takeaways. Looking to expand your portfolio or find quality tenants? Get in touch with our team today to explore how we can support your property goals. #InvestorNight #TheFutureOfRealEstate

Check out S2E33 of the FOXcast CEO Series, Accessing Top-Quality Deal Flow in the Private Investing Marketplace! FOX CEO Peter Moustakerski sat down with Lou Sokolovskiy, CEO and Founder of Opus Connect. Lou founded Opus Connect to provide a platform for PE and M&A professionals to connect, collaborate, and succeed in their work. He talks about the opportunity – or gap – he saw in the private investing marketplace and why he created this community. UHNW families and their family offices are increasingly active and sought-after participants in the private direct investing space – they are seen as patient, long-term, values-driven investors. At the same time, they often lack capabilities or create obstacles for themselves that prevent them from partaking in the most attractive deals. Lou explains why that happens and what families and family office executives can do to overcome these weaknesses and ensure they are seeing the best deals. Enjoy this informative conversation with one of the leading players and community organizers in the private investing ecosystem. https://lnkd.in/gyvPnMQ2 #directinvesting #investing #familyoffice #familyoffices #uhnw

Turn your big ideas into funded realities! 💡💰 At Lexington Capital Holdings, we bridge the gap between vision and financial success. Let's make it happen together! #BusinessFunding #BrightIdeas #LexingtonCapital

Leveraging FINTRX family office data, Robert Frank and CNBC breakdown the most active #familyoffices investing in #startups in 2024. Full report & analytics below...

CNBC's Inside Wealth has partnered with FINTRX to create the first ever list of Top 10 Family Office Dealmakers -- a ranking of family offices that made the largest number of investments in start-ups in 2024. The data has plenty of caveats, but the list of active dealmakers offers a rare window into the fiercely private world of family offices and where they're putting their money. This year, family offices are all about AI, energy and biotech. Many of the top dealmakers are names most Americans have never heard of (Arthur Hayes, Guillaume Houze) and some are well-known billionaires including Bernard Arnault, Laurene Powell Jobs and Peter Thiel. Read the full article from Inside Wealth, the leading newsletter for family office news and analysis. https://lnkd.in/eQ6GRJSf Sign up for the Inside Wealth weekly newsletter here: www.cnbc.com/insidewealth #familyoffice #familyoffices #wealth #wealthmanagement #investing

Private equity firms are very concentrated in their geographic focus. Logan Lowery of LP First Capital reveals that while it may vary by industry, generally speaking, they are looking to buy or partner with businesses in business-friendly states where people are moving to. They do not take a “shotgun approach” as they add companies to their portfolio. Gain more insight on this and other important topics on this episode of “Sell or Scale”: https://lnkd.in/gpuP4_VE. #brentwoodgrowth #businessbrokers #businessforsale