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Wealth management

Advising the Top Tech Entrepreneurs

The media has been dominated by news of technology companies going public over the last year, including Facebook, Twitter, LinkedIn, Groupon, Yelp and Zynga. As tech IPOs accelerate, and subsequent valuations hit stratospheric levels minting more millionaires and billionaires, advisors have a new pool of prospects. Paul Boyd founded his firm, ClearPath Capital Partners in San Francisco, in 1996, to cater specifically to the tech elite. The firm now has about $200 million in assets. “The heart of the mother load of technology has grown and matured all around us,” Boyd says.

Category: Wealth management


Top 50 Wealth Managers - Forbes

Fee-only and hybrid financial advisors are growing bigger and faster at the expense of their wirehouse counterparts. Continue Halah Touryalai, Forbes Staff,Apr 10, 2013 Rank Firm Headquarters Total Assets Under Management (mil) Executive 1 Sageview Advisory Group, LLC(#2 on Fastest Growing) Irvine, CA $20,178 Randall Long, Founder 2 First Republic Investment Management, Inc. (#1 on Fastest Growing) San Francisco, CA $18,913 Bob Thornton, President 3 Genspring Family Offices, LLC Jupiter, FL $15,140 Thomas Carroll, CEO 4 Chevy Chase Trust Company(#4 on Fastest Growing) Bethesda, MD $14,642 Peter Welber, President 5 Hightower Advisors, LLC(#5 on Fastest Growing) Chicago, IL $12,341 Elliot Weissbluth, CEO 6 Oxford Financial Group, Ltd Carmel, IN $10,820 Jeff Thomasson, CEO 7 Shepherd Kaplan, LLC(#10 on Fastest Growing) Boston, MA $9,075 David Shepherd, Managing Partner 8 Strategic Capital Allocation Group, LLC(#3 on Fastest Growing) Boston, MA $8,221 Brian Hunter, Managing Director 9 Plante Moran Financial Advisors(#16 on Fastest Growing) Southfield, MI $8,147 John Lesser, President 10 Convergent Wealth Advisors, LLC Potomac, MD $7,394 Steven Lockshin, Chairman 11 Aspiriant, LLC(#9 on Fastest Growing) San Francisco, CA $7,210 Rob Francais, CEO 12 BBR Partners, LLC(#19 on Fastest Growing) New York, NY $6,593 Todd Whitenack, Partner 13 Ronald Blue & Co.

Category: Wealth management


One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

“Eventually, all things merge into one, and a river runs through it. ” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and cell phones merged with cameras, MP3 players, heart rate monitors and a myriad of other formerly separate devices. This wave of merging technology is finally reaching the world of wealth management. The traditionally discrete products of mutual fund wrap (MFW), separately managed accounts (SMA), and rep as portfolio manager (RPM) are being brought together into unified managed accounts (UMA) as vendors and TAMP’s release new versions of their wealth management platforms that support an all-in-one mindset.

Category: Wealth management


lcm wealth management

We,TEAM Wealth Management Services Pvt. Ltd. , would like to introduce ourselves as a one-point contact for all your financial goals and needs,at individual as well as corporate level, to tailor-make your need base analysis and to deliver it as per your expectation and needs. About Us "TEAM Wealth Management Services" started in the year 2005 has been incorporated under the Companies Act. 1956 in the year 2008 and became TEAM Wealth Management Services Private Limited. The Company has its corporate office in Chennai whereas Bangalore, Hyderabad & Coimbatore are the other expansions.

Category: Wealth management


The List: Top 100 Wirehouse Advisors in America

Name Firm City, State Estimated Total AUM (in millions) Years In The Industry Business Description/Specialty 1. Mark T. Curtis Morgan Stanley Smith Barney Palo Alto, Calif. 15,000 29 Private clients, corporate services, endowments, foundations, retirement plans 2. Roger V. Coleman Morgan Stanley Smith Barney Garden City, NY 14,750 27 Corporate equity plan services and high-net-worth asset management 3. Thomas J. Keegan Merrill Lynch New York City 7,710 28 UNHW retail clients 4. Ronald C. Hart Morgan Stanley Smith Barney Atlanta 5,775 27 HNW individuals, family offices, foundations and corporations 5.

Category: Wealth management


101 Wealth Management

I have spoken to many people and many give me a common look when I asked them “Have you done your legacy planning? Have you write your will?” and the look is a confused look. “What is legacy planning? Why do I need to write a will? I am not rich, I don’t have many assets, no need to write will!” There are many advantages to writing a will which many are not aware of. Having a will helps you to distribute your assets according to your wish. This is especially useful if you want a particular family member to have more for e. g. your aged grandparents for taking care of you when you are young, or your special needs family member if you have one.

Category: Wealth management


Top 101 Private Wealth Management Firms US

(MP) You worked your ass off to get to where you’re at. You’ve finally made it. You’re a millionaire, whom requires the services of proper wealth management firms to keep your money on track. To help you grow the money, you need an advisor or advisory team that can deliver a full range of financial services and products. What’s needed is the services of a “Wealth Management” firm. A wealth manager should have access to every single financial product on planet. Wealth management firms help keep you informed about your money. A manager is assigned to your account and he or she will consult you without hesitancy about new financial products or services.

Category: Wealth management


Goldman Sachs | Private Wealth Management

Investment Advisory Services We offer a suite of investment opportunities managed by Goldman Sachs and by carefully vetted external managers. Clients work with their Private Wealth Management teams to select from investment vehicles covering the entire asset spectrum—including cash, fixed income and equities, as well as a range of alternative offerings such as private equity and hedge funds. Our specialists also create custom investment vehicles that meet the needs of individual clients. Goldman Sachs' Investment Strategy Group (ISG)—an independent team of global investment professionals—provides guidance on asset allocation and portfolio diversification.

Category: Wealth management


Alan O'Farrell

Alan O�Farrell, has over 17 years of experience providing financial advice to his clients and is the Principal of O�Farrell Wealth Management. Over his time in the industry, Alan has built up a wealth of expertise and prides himself on providing the very finest personal service to his clients who regularly recommend him to their friends and families. Personal circumstances and economic conditions can change frequently and with this in mind, Alan believes that it is essential to meet clients on a regular basis to provide them with the highest level of service and put in place individually tailored plans to help them achieve their financial goals and objectives.

Category: Wealth management


Wealth Management

Goals-Based Wealth PlanningDefining your life goals and developing a truly personalized wealth strategy Thought leadership to help navigate you through the most challenging market cycles Long Term Care & Disability InsuranceHelping you plan for an uncertain future with a variety of products for managing risk Trust and Estate PlanningCreate an enduring legacy that passes on your values as well as your assets Four Generations of Plot Twists How do you create a wealth plan that reflects all the complexity of a modern family? Start with a Financial Advisor who understands individuals and knows how to bring families together around both shared and personal goals.

Category: Wealth management


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