Worth

Experts Weigh-in on Family Wealth Management Topics in the New Tamarind Learning Podcast Series

Saturday, November 21, 2020 - 6:00pm

PALM BEACH GARDENS, Fla., Nov. 21, 2020 /PRNewswire/ -- Tamarind Learning , the new online wealth education platform for beneficiaries of wealth, announced today the launch of theTamarind Learning Podcast Series.

Key Points: 
  • PALM BEACH GARDENS, Fla., Nov. 21, 2020 /PRNewswire/ -- Tamarind Learning , the new online wealth education platform for beneficiaries of wealth, announced today the launch of theTamarind Learning Podcast Series.
  • In each episode, Tamarind Learning's Founder and Chief Learning Officer, Dr. Kirby Rosplock, speaks with experts, advisors, and family members about topics relevant to the ultra-high net worth family wealth management space.
  • Podcast topics range from investing, entrepreneurship, strategic planning, and family matters to family office leadership, operations, and philanthropy.
  • Kirby Rosplock, PhD, is the founder of Tamarind Partners, Inc., a world-class family office consultancy and founder and chief learning officer of Tamarind Learning, a comprehensive, virtual learning platform for family offices, advisors, and the families they serve.

Wealth Management for High-Net-Worth Individuals (HNWI)

Wednesday, October 21, 2020 - 1:20pm

Zoe Financial is the premier network when it comes to matching high-net-worth individuals (HNWI) with their ideal wealth manager.

Key Points: 
  • Zoe Financial is the premier network when it comes to matching high-net-worth individuals (HNWI) with their ideal wealth manager.
  • High-Net-Worth wealth management involves specific considerations characteristic of their lifestyle and assets.
  • The main services a wealth manager can offer a high-net-worth individual are:
    Generating income: wealth managers create new income and grow wealth.
  • Wealth management for High-Net-Worth families is very similar to individuals.

Bryan Noonan Joins Juncture Wealth Strategies to Serve High Net Worth clients in Scottsdale, Arizona

Saturday, September 5, 2020 - 10:00pm

SCOTTSDALE, Ariz., Sept. 5, 2020 /PRNewswire-PRWeb/ --Bryan will be joining Juncture Wealth Strategies from Edward Jones where he served as a Financial Advisor in the Scottsdale, Arizona.

Key Points: 
  • SCOTTSDALE, Ariz., Sept. 5, 2020 /PRNewswire-PRWeb/ --Bryan will be joining Juncture Wealth Strategies from Edward Jones where he served as a Financial Advisor in the Scottsdale, Arizona.
  • His extensive experience in financial planning will help grow the firm's presence with High Net Worth and Ultra High Net Worth families across the country.
  • "I am elated to have Bryan join the team of Juncture Wealth Strategies!
  • Bryan is a welcomed addition to our Scottsdale Office as we continue to grow our practice!"

Element Pointe Advisors Named Among Top Financial Advisors in Miami by SmartAsset™

Monday, August 10, 2020 - 4:24pm

Element Pointe Advisors was founded in 2016 to service the complex advisory needs of high net worth and ultra-high worth families through a fee-only advisory model, offering investment management, family office advisory, and financial planning and consulting services.

Key Points: 
  • Element Pointe Advisors was founded in 2016 to service the complex advisory needs of high net worth and ultra-high worth families through a fee-only advisory model, offering investment management, family office advisory, and financial planning and consulting services.
  • The ranking is not indicative of Element Pointe Advisors or any person associated with Element Pointe Advisors future performance.
  • SmartAsset is an unaffiliated, independent third-party and does not endorse the advisory services of Element Pointe Advisors, LLC.
  • Element Pointe Advisors did not participate in SmartAssets review or pay for consideration in its ranking.

ADM Endeavors, Inc. (ADMQ) Receives 2020 Best of Fort Worth Award in the Screen Printing Category

Thursday, July 23, 2020 - 2:00pm

Fort Worth, Texas, July 23, 2020 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE -- ADM Endeavors, Inc. (OTCQB: ADMQ) is pleased to announce that its wholly owned subsidiary, Just Right Products, Inc., has been selected for the 2020 Best of Fort Worth Award in the Screen Printing category by the Fort Worth Award Program.

Key Points: 
  • Fort Worth, Texas, July 23, 2020 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE -- ADM Endeavors, Inc. (OTCQB: ADMQ) is pleased to announce that its wholly owned subsidiary, Just Right Products, Inc., has been selected for the 2020 Best of Fort Worth Award in the Screen Printing category by the Fort Worth Award Program.
  • ADM Endeavors, Inc.s CEO, Marc Johnson, stated that every year the Fort Worth Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category.
  • The winners are determined based on the information gathered both internally by the Fort Worth Award Program and data provided by third parties.
  • The Screen Printing Department utilizes its five screen printing machines to print garments and can produce more than 8,000 units per day.

Accomplished Multifamily Investment Brokers Join The Mogharebi Group

Wednesday, July 15, 2020 - 4:12pm

The Mogharebi Group (TMG), a cutting-edge multifamily investment banking company, announced that two accomplished multifamily brokers have joined its investment advisory team.

Key Points: 
  • The Mogharebi Group (TMG), a cutting-edge multifamily investment banking company, announced that two accomplished multifamily brokers have joined its investment advisory team.
  • Brett Bayless and Scott Koethe , who have been named Senior Vice President, collectively bring over 35 years of multifamily investment and advisory experience to The Mogharebi Group.
  • View the full release here: https://www.businesswire.com/news/home/20200715005266/en/
    Brett Bayless & Scott Koethe - The Mogharebi Group (Photo: Business Wire)
    Brett and Scotts arrival are part of a strategic expansion plan that includes partnering with seasoned advisors who recognize the value of our proprietary 1031 Exchange platform of private high net-worth and exchange buyers, says Alex Mogharebi, President and Founder of The Mogharebi Group.
  • About The Mogharebi Group (TMG): The Mogharebi Group is a brokerage firm specializing in the multifamily property sector throughout California.

Global Wealthy Population Expanded by Over 50% in the Past Decade

Thursday, May 14, 2020 - 1:30pm

NEW YORK, May 14, 2020 /PRNewswire-PRWeb/ -- Wealth-X, the world's leading provider of data and insight on the wealthy, today released A Decade of Wealth to mark the company's 10th anniversary.

Key Points: 
  • NEW YORK, May 14, 2020 /PRNewswire-PRWeb/ -- Wealth-X, the world's leading provider of data and insight on the wealthy, today released A Decade of Wealth to mark the company's 10th anniversary.
  • This new report takes a look back at the growth of the global wealthy population over the past decade, while also forecasting the trends that will help shape future growth in the coming years.
  • Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth (VHNW) individuals - those with $5-$30 million in net worth and ultra high net worth (UHNW) - those with $30 million or more in net worth.
  • Wealth-X boasts the world's most extensive collection of records on the world's wealthiest individuals and produces unparalleled high net worth market research.

Wilmington Trust's Sharon L. Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors

Friday, May 1, 2020 - 1:15pm

NEW YORK, May 1, 2020 /PRNewswire/ -- Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S.

Key Points: 
  • NEW YORK, May 1, 2020 /PRNewswire/ -- Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S.
  • Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list.
  • Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them.
  • Klein is featured on the list of the top high net worth wealth advisors in New York City.

White Oaks Wealth on Top 12 Best Wealth Managers and Financial Advisors List

Wednesday, April 29, 2020 - 5:00am

MINNEAPOLIS, April 29, 2020 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to maintain top rankings in the Advisory HQ list .

Key Points: 
  • MINNEAPOLIS, April 29, 2020 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to maintain top rankings in the Advisory HQ list .
  • White Oaks Wealth Advisors, Inc. is a private, fee-only Wealth Management Firm with offices in Minneapolis, MN and in Sarasota, FL .
  • White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Gulf Coast 500" by Business Observer, "Top 250 Financial Advisors" by Worth Magazine, "Top Dog's" by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.
  • SOURCE White Oaks Wealth Advisors, Inc.

Tiedemann Advisors Appoints Robert Hormats as Managing Director

Monday, March 9, 2020 - 1:00pm

Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations, and endowments, announced today that international investment and foreign policy expert Robert Hormats is joining the firm as a Managing Director.

Key Points: 
  • Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations, and endowments, announced today that international investment and foreign policy expert Robert Hormats is joining the firm as a Managing Director.
  • As a member of the external Investment Advisory Committee for Tiedemann Advisors and its Zurich-based partner, Tiedemann Constantia, he was able to leverage his expertise and network to shape both firms investment strategy.
  • Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments.
  • Founded in 1999, Tiedemann has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.