{"id":1630,"date":"2023-06-28T12:44:58","date_gmt":"2023-06-28T12:44:58","guid":{"rendered":"https:\/\/www.lawbertconsult.com\/lca\/?p=1630"},"modified":"2023-06-28T13:52:23","modified_gmt":"2023-06-28T13:52:23","slug":"we-assist-client-families-to-develop-multi-intergenerational-wealth-strategies","status":"publish","type":"post","link":"https:\/\/www.lawbertconsult.com\/lca\/2023\/06\/28\/we-assist-client-families-to-develop-multi-intergenerational-wealth-strategies\/","title":{"rendered":"WE ASSIST CLIENT FAMILIES TO DEVELOP MULTI-INTERGENERATIONAL WEALTH STRATEGIES"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Creating a <strong>wealth development strategy<\/strong> for a family&#8217;s \u201cTotal Wealth\u201d which involves:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Analyzing business and family portfolios.<\/li>\n\n\n\n<li>Projecting future growth based on multiple factors and scenarios (e.g. family goals, desired returns, risk profiles, family consumption, and many others).<\/li>\n\n\n\n<li>Recommending investment and diversification strategies.<\/li>\n\n\n\n<li>Developing plans to grow the family&#8217;s financial wealth.<\/li>\n<\/ul>\n\n\n\n<p>Assisting the family with the design, implementation, and benchmarking of their <strong>Family Office<\/strong> by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Designing the right family office model tailored to the needs of the family.<\/li>\n\n\n\n<li>Supporting the setup and implementation of the family office organization.<\/li>\n\n\n\n<li>Reviewing on a regular basis the performance of the family office.<\/li>\n<\/ul>\n\n\n\n<p>Supporting the family in developing an <strong>investment and family office governance<\/strong> system that allow the family to maintain control and oversight of their wealth and advisors, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Designing and facilitating an Investment Committee, Family Office Board, Portfolio Board, Owners Council, and other governance mechanisms.<\/li>\n\n\n\n<li>Advising on the consolidated reporting and dashboard that a family should review on a regular basis.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Creating a wealth development strategy for a family&#8217;s \u201cTotal Wealth\u201d which involves: Assisting the family with the design, implementation, and benchmarking of their Family Office by: Supporting the family in developing an investment and family office governance system that allow the family to maintain control and oversight of their wealth and advisors, such as:<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-container-style":"default","site-container-layout":"default","site-sidebar-layout":"default","site-transparent-header":"default","disable-article-header":"default","disable-site-header":"default","disable-site-footer":"default","disable-content-area-spacing":"default","footnotes":""},"categories":[4],"tags":[],"class_list":["post-1630","post","type-post","status-publish","format-standard","hentry","category-intergenerational-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/comments?post=1630"}],"version-history":[{"count":1,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1630\/revisions"}],"predecessor-version":[{"id":1631,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1630\/revisions\/1631"}],"wp:attachment":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/media?parent=1630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/categories?post=1630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/tags?post=1630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}