Fiduciary Trust International’s Post

In this interview at the recent #FamilyWealthReportAwards2024, our Managing Director for North America, Andy Oliver, discusses the current state of the #privateclient sector and what is on the horizon for the rest of the year 💡, and why Trident Trust is a trusted partner for North American #privateclients and #HNWfamilies. 📽 🎞 Watch the recording below 👇 #TeamTridentTrust #wealthstructuring #estateplanning #nextgen

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

👏 A huge congratulations goes to Womble Bond Dickinson's Neil Long, who's been named in the eprivateclient 50 Most Influential list for 2024! ⭐ Read more about his achievement and our Private Wealth practice 👉 https://ow.ly/Flrs30sza28 #PrivateWealth #PrivateCapital

The proper design of trusts is a critical aspect of effectively transferring wealth. Three of my partners share their thoughts in the video below that's well worth watching.

Total Family Management being included in Wealth 3.0: The Future of Family Wealth Advising is both an honor and a responsibility. We extend our heartfelt thanks to Dennis Jaffe and Kristin Keffeler, MSM, MAPP for their continued dedication in this field. A special thank you to Jim Grubman as well, for recognizing the growing importance of scalable family dynamics and governance resources, and for generously offering his time, guidance, and patience in answering my numerous questions. 🙋♂️ #Wealth3

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

During my time in Texas this past weekend, the Legacy and Ownership conversation pulled all the heart strings as I was talking about it to the team and staring at my beautiful wife. At my previous company and like many in the industry, Legacy/Ownership doesn't exist for their agents. There is no opportunity to leave a legacy or have ownership. Looking back at my journey, 8 years at my previous company, I don't care how hard it might be to leave relationships that you build behind (if they were true, they will still be there after you leave the company), how hard it is to leave a crusade (you can keep the crusade alive with the new company) - I don't care how hard it is to leave because your family is counting on you; your future family is counting on you; your legacy awaits! Ask me for a comparison; ask me for more information... PM me or book me up! https://lnkd.in/eGBg-rmh #insuranceindustry #investmentindustry #finances #legacy #ExperiorFinancialGroup #buildaproperbusiness #limitlessleaders

🎥 Premiere Video Launch: "The Royal Trust - The Leading Member Discretionary Trust" by Grant Abbott 🎥 The grand finale of our series on trusts in estate planning is here, and it's nothing short of groundbreaking! Join us for the premiere of Grant Abbott's latest masterpiece, "The Royal Trust - The Leading Member Discretionary Trust." 👑💼 What's Inside? 👑 A Touch of Royalty: Be captivated by an estate planning strategy inspired by none other than the British Royal Family. Discover how to weave the fabric of your own legacy with the elegance and precision of a royal bloodline. 🛡 Breakthrough Protection: Step into the world of the Leading Member Discretionary Trust, a visionary approach to safeguarding your family's wealth, exclusively developed by Abbott and Mourly Lawyers and LightYear Docs. ⚡ Shatter the Mold: Move beyond the confines of traditional trusts. Explore how the LMDT transcends conventional limitations, offering a perpetual shield for your assets and an unbreakable bond within your bloodline. 🧙♂️ Grant Abbott's Wisdom: Absorb the unparalleled insights of an estate planning guru. Learn how to fortify your family's future, crafting a legacy that resists the tests of time and external pressures. This isn't just another estate planning video; it's a gateway to transforming how you protect and pass on your wealth. 👉 Dive into "The Royal Trust - The Leading Member Discretionary Trust" now. Witness the unveiling of a strategy that melds tradition with innovation, ensuring your legacy is cherished and preserved through the ages. Watch the video here and redefine your legacy with the strategic brilliance of Grant Abbott and Abbott and Mourly Lawyers. https://lnkd.in/g8AEKhf3 #EstatePlanningRevolution #RoyalLegacy #GrantAbbott #AbbottMourlyLawyers

Please join us in congratulating JAH partners S. Kyle Agee, David Lewis, and Holly Norvell for their inclusion in the Chambers and Partners High Net Worth Guide 2024! Click the link below to learn more. https://lnkd.in/eh8kJD_r #ChambersandPartners #PrivateWealth #ChambersHNW #TrustsandEstates #JAHLaw

The last few years have been filled with challenges, growth, and invaluable lessons, and I'm incredibly proud to have reached this milestone. Reflecting on this journey, I wanted to share some of the lessons I’ve learned along the way: 1. Teamwork: Success is rarely achieved alone. Being part of an exceptional team has been a cornerstone of my growth. I've learned that collaboration, communication, and mutual support are essential for achieving our collective goals. 2. Perseverance: The path to success is rarely linear, and there were moments when the road ahead seemed uncertain. But I pushed forward with unwavering determination, knowing that every challenge was an opportunity for growth. 3. Do the right thing: Integrity is non-negotiable. Always prioritize ethics and integrity in every decision, no matter how tough. 4. Be yourself: In a world where our personal and professional lives often intersect, finding the balance between authenticity and professionalism can be difficult. This was something I struggled with in the early days of my career as a new female advisor, feeling that I needed to maintain a “business-like” & serious demeanor at all times. Authenticity and professionalism are not mutually exclusive. Don’t be afraid to let your personality shine through. Embrace your unique strengths, quirks, and passions. It’s what makes you shine! 5. Lift as you climb: As we navigate our own professional journeys it can be easy to forget about those beside or behind us. As I reflect on my own journey, I realize how crucial it was to have mentors who believed in me and provided guidance. Champion others. Support and empower those around you, celebrating successes and creating an environment where everyone can thrive. 6. Stay Curious: The learning never stops. Albert Einstein once said, “I have no special talent. I am only passionately curious.” While I might disagree with the notion that Einstein had “no special talent,” the truth is – without his passionate curiosity, he might’ve never solved the riddles of the universe. Stay curious, ask questions, and seek out new opportunities for growth and development. Above all, the key to success lies in passion and genuine love for what you do. I wake up every day excited to connect with clients, solve their financial challenges, and help them achieve their goals. This passion fuels my dedication and drives me to continually strive for excellence. Thank you to everyone who has been a part of this journey – your support and encouragement mean the world to me. I am grateful for the invaluable experiences and relationships I’ve built along the way. Here’s to many more years or learning, growing, and making a difference at The Westchester Group Morgan Stanley Wealth Management! #FinancialAdvisor #Milestone #CareerJourney