Beaumont Bailey ’s Post

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi

We spoke with founding Partner, Tim Sylvester Jones, to reflect on the firm, its growth as well as his personal highlights over the past 25 years. Here is what he said: #davittjonesbould #25years #realestate #commercialproperty

Another 16 net exits from the industry this week. ⬇ The biggest gain goes to Godfrey Pembroke Group, with 2 joining. Welcome to Ashleigh Dodt (Infocus (Australia)), Tim Renfrey (Ord Minnett), and Glyn Cooper (Empire Financial Group). Congrats! 👏 Your free Adviser Ratings profile is ready for you to claim! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Leah Tolton, K.C., FEA recently spoke with Canadian Family Offices to discuss her practice advising high-net-worth family businesses on governance, succession planning and M&A. With her Family Enterprise Advisor designation, she stresses the need for advisors to collaborate and address the complex issues these families face, treating the family, business and family office as an interconnected system. Read the article: https://okt.to/d6TSyf #FamilyEnterprises #CorporateGovernance

Leah Tolton, K.C., FEA spoke with Canadian Family Offices to discuss her practice advising high-net-worth family businesses on governance, succession planning and M&A. With her Family Enterprise Advisor designation, she stresses the need for advisors to collaborate and address the complex issues these families face, treating the family, business and family office as an interconnected system. Read the article: https://okt.to/o36nwX #FamilyEnterprises #CorporateGovernance

Looking forward to sharing my experience and thoughts along with other great M&A experts on this Colorado Companies to Watch panel focused on exit strategy planning. See you next Thursday!

McGuireWoods recently hosted its annual Independent Sponsor Conference in Dallas, drawing more than 1,500 independent sponsors and capital providers. Here are some key takeaways from #MWISC23: - The market for #independentsponsor-led transactions remains robust. - The most attractive assets continue to transact for high multiples, but most deals require more time to close. - The distinctions between independent sponsors and traditional committed #privateequity funds continue to blur. - Independent sponsors and capital partners are responding to economic headwinds by implementing creative structuring solutions to get deals done. - And more: https://lnkd.in/g2jMrJQh. Authors: Jeffrey Brooker, J.D. Costa, Jon Finger, Richard Grant, Greg Hawver

Coming next week – Don’t miss this virtual panel discussion with Lisa Lombardo, a Director in Gibbons P.C.’s Business and Commercial Litigation Group. Ms. Lombardo will be joined by Chris Erb, EVP/Head of Development, Russo Development; Donald Hoffman, Partner, EisnerAmper; Michael Leondi, VP #Construction & #Design, Rockefeller Group; and James Thaon, PE, Principal and Branch Manager, Bohler. Topics will include the status of major #supplychains and disruptions, the skilled #laborshortage, and what, if any, progress has been made on #permitting difficulties. https://lnkd.in/eKbx9Cqy

💡 For this week’s 'In the spotlight', thewealthnet spoke to Liz Palmer, Howard Kennedy LLP about the main challenges facing family office services and what the next 12 months might hold. Read more on thewealthnet