Investments Advisory Archives | vonKelco https://von-keller.com/help-center/category/investments-advisory/ Wealth Leadership Academy Sun, 04 Jun 2023 19:48:29 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://von-keller.com/wp-content/uploads/2025/12/vonkelco-logo-Icon-150x150.png Investments Advisory Archives | vonKelco https://von-keller.com/help-center/category/investments-advisory/ 32 32 What is wealth planning? https://von-keller.com/help-center/what-is-wealth-planning/ Sun, 04 Jun 2023 19:48:27 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4305 Wealth planning is a broad term that generally focuses on both growth and protection of assets, supported by planning around certain goals. It usually involves working with a financial professional, who takes the time to get to know you and your financial situation. This person can work with you to explore various aspects of your full financial picture, from retirement goals to guidance around estate planning needs, as well as specific investment strategies designed to help you reach your goals.

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]]> Wealth planning is a broad term that generally focuses on both growth and protection of assets, supported by planning around certain goals. It usually involves working with a financial professional, who takes the time to get to know you and your financial situation. This person can work with you to explore various aspects of your full financial picture, from retirement goals to guidance around estate planning needs, as well as specific investment strategies designed to help you reach your goals.

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]]> Why would someone need wealth management? https://von-keller.com/help-center/why-would-someone-need-wealth-management/ Sun, 04 Jun 2023 19:46:57 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4301 Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

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]]> Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

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]]> What’s the future of Single Family Offices? https://von-keller.com/help-center/whats-the-future-of-single-family-offices/ Sun, 04 Jun 2023 19:44:04 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4297 The number of single-family offices around the world is on the rise – and this trend shows no signs of slowing down any time soon. As more capital raisers turn to the space for funding, family offices are finding it more beneficial to become forward-facing, allowing for higher-quality deal flow. Although the modern family office may be somewhat more transparent than those that came before it, finding the second layer of insight such as their investment criteria, portfolio, and contact information remains trying. Leveraging a powerful family office research solution like FINTRX offers an opportunity to gain new partnerships and gives capital raisers access to a niche, unique untapped pool of capital. As wealth continues to grow, there is no doubt that single-family offices will play an even larger role in the management of substantial wealth in the years ahead.

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]]> The number of single-family offices around the world is on the rise – and this trend shows no signs of slowing down any time soon. As more capital raisers turn to the space for funding, family offices are finding it more beneficial to become forward-facing, allowing for higher-quality deal flow. Although the modern family office may be somewhat more transparent than those that came before it, finding the second layer of insight such as their investment criteria, portfolio, and contact information remains trying.

Leveraging a powerful family office research solution like FINTRX offers an opportunity to gain new partnerships and gives capital raisers access to a niche, unique untapped pool of capital. As wealth continues to grow, there is no doubt that single-family offices will play an even larger role in the management of substantial wealth in the years ahead.

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]]> How do manager the family office? https://von-keller.com/help-center/how-do-manager-the-family-office/ Sun, 04 Jun 2023 19:32:51 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4283 A critical component to any wealth management plan is the insurance, tax and estate plan review.  Our experienced Wealth Planning Executive can work with your family’s trustees (corporate or individual) and estate and tax planning professionals to ensure they are fulfilling their role in a way that is consistent with your enterprise’s overall objectives.  OUR REVIEW INCLUDE ANY OR ALL OF THESE:

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]]> A critical component to any wealth management plan is the insurance, tax and estate plan review.  Our experienced Wealth Planning Executive can work with your family’s trustees (corporate or individual) and estate and tax planning professionals to ensure they are fulfilling their role in a way that is consistent with your enterprise’s overall objectives. 

OUR REVIEW INCLUDE ANY OR ALL OF THESE:

  • Life Insurance Review
  • Gift Planning
  • Estate Planning
  • Education Funding
  • Estate Distribution
  • Estate Tax Liability Review
  • Generational Wealth Transfer Analysis
  • Legal Entity Review

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]]> Can you help manager our family meetings https://von-keller.com/help-center/can-you-help-manager-our-family-meetings/ Sun, 04 Jun 2023 19:31:32 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4281 NO. Our experts on staff work with one single family . We help the VON KELLER-Njoku family with the following:

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]]> NO. Our experts on staff work with one single family . We help the VON KELLER-Njoku family with the following:

  •  Family decision protocol
  • Succession planning
  • Wealth transfer
  • Family governance structures
  • Leadership roles and structures
  • Next generation education

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]]> What’s the difference between Family Office, Private Bank, a Wealth Advisor and a Asset Manager https://von-keller.com/help-center/whats-the-difference-between-family-office-private-bank-a-wealth-advisor-and-a-asset-manager/ Sun, 04 Jun 2023 19:29:17 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4279 The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services.  A wealth manager comes in many legal forms  – private bank, trust company, brokerage firm, family office, multi-family office, financial planner, etc.

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]]> The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services.  A wealth manager comes in many legal forms  – private bank, trust company, brokerage firm, family office, multi-family office, financial planner, etc.

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]]> Do you step-up governance for the family? https://von-keller.com/help-center/family-goverance/ Sun, 04 Jun 2023 17:27:36 +0000 https://von-keller.com/knowledge-base/your-next-steps/ Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Id eu nisl nunc mi. Sed nisi lacus sed viverra tellus in hac habitasse platea. Quam elementum pulvinar etiam non quam lacus suspendisse faucibus. Eleifend donec pretium vulputate sapien nec.

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]]> When it comes to communication between family members, nothing in wealth management is more critical – or complicated – than family governance.  We help the Von Keller-Njou family navigate the multitude of challenges of a life with wealth. When working with your family, we consider:

VALUES AND MISSION STATEMENTS FOR THE FAMILY

  • Family protocol
  • Succession planning
  • Financial education
  • Facilitated family meetings
  • Next generation education

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]]> How do you advise the family? https://von-keller.com/help-center/advisory-services/ Sun, 04 Jun 2023 17:27:36 +0000 https://von-keller.com/knowledge-base/additional-information/ Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Id eu nisl nunc mi. Sed nisi lacus sed viverra tellus in hac habitasse platea. Quam elementum pulvinar etiam non quam lacus suspendisse faucibus. Eleifend donec pretium vulputate sapien nec.

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]]> Our investment advisory services are built around you. Our services are customized for your family and help you oversee and optimize your portfolio, reflecting the unique goals and objectives you have for your wealth, while balancing the risks and opportunities associated with the global capital markets.

Our Investment Advisory includes:

  1. Investment Advisory Diagnostic
  2. Tailored Wealth Enterprise® Map & Investment Program
  3. Strategic Investment Committee
  4. Implementation Committee
  5. Manager Research
  6. Internal Talent and Client Support which includes:
  • Asset Allocation
  • Portfolio Construction
  • Execution Support
  • Review of Inbound Ideas

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]]> Tell me more about a single family office? https://von-keller.com/help-center/single-family-office/ Sun, 04 Jun 2023 17:27:36 +0000 https://von-keller.com/knowledge-base/about-kb-add-ons/ Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Id eu nisl nunc mi. Sed nisi lacus sed viverra tellus in hac habitasse platea. Quam elementum pulvinar etiam non quam lacus suspendisse faucibus. Eleifend donec pretium vulputate sapien nec.

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]]> Single-Family Office Structure

Dealing with the ultra-wealthy, single-family offices are unique in their setup and structure, as they are entirely driven by the needs of the family. When it comes to the staffing procedures for a single-family office, keep in mind this number differs greatly among all entities. Some start with one or two employees managing the family’s affairs, and over time may grow to have more than 50 employees. Again, there is no set number, as it depends entirely on the specific desires of the family or individual. 

Single-family office talent often extends to:

– Private Lawyers
– Fund Managers 
– Tax  & Trust Specialists
– Accounting & Financial experts
– Real Estate Professionals 
– Investment Due Diligence & Research Professionals
– Luxury Goods Oversight
– Senior Bankers
– Executive Assistants 

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