Fiduciary Family Office

As women are set to inherit a significant portion of the great wealth transfer, CEO Kathleen Grace, CFP®, CIMA® shares why a natural next step in our firm’s evolution is adding more female advisors. “We’re not looking to add executives to our team. We’re really just looking to grow with advisors,” she says. Kathi recently spoke with Andrew Foerch of Citywire about our strategic growth plans to acquire female-led, Florida-based RIAs over the next five years. With a commitment to thoughtful growth, she shared that our strategy centers on enhancing service excellence rather than scaling for scale’s sake, noting, “The focus for us is going to be more about – how do we do this better before we get bigger?” Read more: https://lnkd.in/edvi2AKV #WealthManagement #RIA #Leadership #MergersAndAcquisitions

CEO Kathleen Grace, CFP®, CIMA® recently contributed an article to Crain Currency, highlighting the growing need for family offices to empower their female members in order to ensure effective wealth preservation and the cultivation of a lasting legacy. As women are set to control the majority of the $30 trillion wealth transfer by 2030, she cited the importance of concerted financial education for young women as a key tool in building investment confidence, as well as actionable strategies and the long-term benefits of giving women a seat at the family table. We would love to invite other influential women in this space to share their thoughts in the comments, and how they've implemented their own tactics! Melinda French Gates Pivotal Ventures, Maria Shriver Shriver Media, Mika Brzezinski MSNBC, Oprah Winfrey and Sallie Krawcheck Ellevest Read more: https://lnkd.in/ejT2yQgn #WomenInFinance #FamilyOffice #WealthTransfer #FemaleEmpowerment

CEO Kathleen Grace, CFP®, CIMA® spoke with Crain Currency about legislative uncertainty amid the great wealth transfer. The real focus, Grace believes, will be on income tax revenue to pay for the incoming party’s legislative agenda and, of course, balance the budget. She sees the estate tax and similar measures as potential bargaining tools in a broader political agenda. “Is this a critical political issue?," she said. "I don’t think so, but both sides have used sunsets as a bargaining tool in exchange to pass other legislation in the past, and they will in the future.” Read more: https://lnkd.in/ehehmg5t #GreatWealthTransfer #EstatePlanning

CEO Kathleen Grace, CFP®, CIMA® spoke with Alicia Adamczyk at Fortune, highlighting how trusts can serve as motivational tools to help beneficiaries build responsibility and wealth. She explained, "Most folks wonder how much is enough to give to their kids, and how do I give them not just money but the responsibility behind it to be good stewards of that money." Read here: https://lnkd.in/grnw3Q3n #Trust #WealthManagement #UHNW

“The general consensus on the street is that the Fed is behind in beginning its easing cycle,” says CEO Kathleen Grace, CFP®, CIMA®. Following the release of the August CPI report, Kathleen shared with Kiplinger that the odds of a recession increase every day that we have rates at these levels. She highlighted the actual time it takes for a rate cut to have an impact on the overall economy — economists say 8-10 months. Read more here: https://lnkd.in/e78RGZVv #Inflation #Fed #CPI #Markets

Retirement can feel daunting, especially for those in their 40s and 50s who haven't saved enough. In a recent discussion with Hannah Miao of The Wall Street Journal, CEO Kathleen Grace, CFP®, CIMA® offered insights on how to make impactful changes by automating savings & using catch-up contributions. "There’s no magic in saving for retirement. You have to have the determination and you’re going to have to make sacrifices along the way," she says. Read more: https://lnkd.in/eM8ywrbg #Retirement #Savings #PersonalFinance

Federal Reserve Chair Jerome Powell faces political pressure from both parties regarding interest rate decisions, but he remains committed to data-driven policy. Despite differing views, Powell emphasizes decisions will be based solely on economic data. CEO Kathleen Grace, CFP®, CIMA® underscores this by stating, "Fed rate movements take eight to 12 months to have a widespread economic impact, but consumers typically see immediate market reactions to policy changes." Read more in Fortune: https://lnkd.in/ePPPSM3E #FederalReserve #InterestRates

CEO Kathleen Grace, CFP®, CIMA® was featured in Barron's discussing investment strategies during the election season. Kathleen states, "We know from experience that market gyrations create an emotional response that typically leads investors to make poor timing decisions." She emphasizes the importance of focusing on long-term goals and avoiding reactionary moves. Read more here: https://lnkd.in/ez-e2DG8 #Election #Markets #FinancialPlanning

By 2030, women are set to control the majority of the $30 trillion being transferred from the baby boomer generation. In an article on WealthManagement.com, CEO Kathleen Grace, CFP®, CIMA® shared her insights into how financial advisors can better serve the female investor. She emphasizes the importance of engaging in meaningful dialogue, taking a collaborative, process-oriented approach to planning, as well as advising on how solutions will help your female clients achieve their goals. Read the full article here: https://lnkd.in/e8gJxeD2 #WealthManagement #FinancialPlanning #FemaleInvestors

"Our type of client isn't just looking for great investment advice; they need critical thinking," shared CEO Kathleen Grace, CFP®, CIMA® with Steve Garmhausen of Barron's Advisor. Kathleen's account of resolving a client's unique crisis highlights the indispensable role of advisors as not only financial experts but also as problem solvers. Read here for a glimpse into how we go above and beyond for our clients: https://lnkd.in/eTy6eW8D #Advisors #Investments #WealthManager