Wealth Management Archives | vonKelco https://von-keller.com/help-center/category/wealth-management/ 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 Wealth Management Archives | vonKelco https://von-keller.com/help-center/category/wealth-management/ 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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]]> What is wealth management? https://von-keller.com/help-center/what-is-wealth-management/ Sun, 04 Jun 2023 19:46:11 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4299 Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

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]]> Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

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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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]]> Why Create a Single-Family Office? https://von-keller.com/help-center/why-create-a-single-family-office/ Sun, 04 Jun 2023 19:42:18 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4295 With greater wealth comes greater financial complexity – especially in regard to one wealthy family or individual. That being said, one would create a single-family office to preserve and manage a large fortune for the coming generations. Free from institutional mandates, intermediaries, and other standard due diligence procedures, single-family offices provide greater freedom and flexibility to allocate capital in a way that aligns with the values and desires of the family.

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]]> With greater wealth comes greater financial complexity – especially in regard to one wealthy family or individual. That being said, one would create a single-family office to preserve and manage a large fortune for the coming generations. Free from institutional mandates, intermediaries, and other standard due diligence procedures, single-family offices provide greater freedom and flexibility to allocate capital in a way that aligns with the values and desires of the family.

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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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]]> 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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]]> What’s a Multi-Family Office? https://von-keller.com/help-center/whats-a-multi-family-office/ Sun, 04 Jun 2023 19:27:01 +0000 https://von-keller.com/?post_type=epkb_post_type_1&p=4277 Like a family office, multi-family offices tend to be holistic and focus on a broad range of wealth management solutions including investment services, estate and tax planning, family governance and education and risk management. The difference between a single-family office and multi-family office is simple – a multi-family office serves many families, distributing the costs of running the firm. Ideally, multi-family offices should be independent of any financial institution and offer un-biased advice – however, in recent years the term ‘multi-family office’ has become a popular industry term and has been used to refer to operations that are affiliated with large financial institutions, so families should be cautious when choosing the firm they will work with.

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]]> Like a family office, multi-family offices tend to be holistic and focus on a broad range of wealth management solutions including investment services, estate and tax planning, family governance and education and risk management. The difference between a single-family office and multi-family office is simple – a multi-family office serves many families, distributing the costs of running the firm. Ideally, multi-family offices should be independent of any financial institution and offer un-biased advice – however, in recent years the term ‘multi-family office’ has become a popular industry term and has been used to refer to operations that are affiliated with large financial institutions, so families should be cautious when choosing the firm they will work with.

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]]> Must I have a trust to use your investment services? https://von-keller.com/help-center/must-i-have-a-trust-to-use-your-investment-services/ Sun, 04 Jun 2023 17:27:37 +0000 https://von-keller.com/knowledge-base/additional-resources/ 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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Many of our clients choose trust arrangements because of the unique advantages they offer. But no, you’re not required to create a trust. Our Investment Management professionals are here to help you grow and protect your wealth with or without a Trust account. If you prefer, you can put us to work on a less formal basis. All it takes is written instructions in the form of our standard investment agency agreement.

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]]> What is a Family Office https://von-keller.com/help-center/what-is-a-family-office/ Sun, 04 Jun 2023 17:27:36 +0000 https://von-keller.com/knowledge-base/quick-start-guide/ 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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]]> A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities. By hiring a dedicated team of individuals, a family ensures that only their agenda is driving all of the activities. Many family offices manage budgeting, insurance, charitable giving, family owned business, wealth transfer, family governance, reporting and data aggregation and tax functions for the family they serve.

Establishing a family office can be a costly endeavor, sometimes costing more than $2 million a year to run!

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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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