Join us in recognizing Lindsey Faust, Senior Manager of Private Equity Operations, on her 5 year “Addiversary”! About Lindsey and her dedication to the company, Tarik Bilalbegovic, Director of Private Equity, says, “She has been a great driving force of completing Addicus Private Equity operational works and having great investor relationships.” Stephen Miles, CFP, Chief Global Strategist, remarks, “Lindsey has grown to be an amazing leader and the linchpin of our Private Equity operations team. Congratulations for five amazing years at Addicus and we look forward to many more!”
Addicus
Financial Services
Oxford, MS 2,637 followers
Private Wealth | Risk Management | Investment Advisory | Consulting Group | Investment Banking | Private Equity
About us
Addicus is a private wealth management, investment banking, private equity, and tax consulting firm. The world-class investors and advisors at Addicus combine superior financial expertise with an unmatched inventiveness and a ceaseless passion to discover. We are compelled to create opportunities and solutions based on innovative ideas that are aligned with, and in the spirit of, the entrepreneurs and self-made people who make up the clients we serve. The why behind Addicus is centered in a belief that wealth empowers, drives, changes, advances, facilitates, improves, benefits, fosters, cultivates, strengthens, encourages, develops, grows, provides, and most of all Creates. Our foundational philosophy is that Wealth Creates. Investment advice offered through Addicus Advisory, LLC.
- Website
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https://addicusadvisors.com/
External link for Addicus
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Oxford, MS
- Type
- Partnership
- Specialties
- Investments, Insurance, Management Consulting, Financial Planning, Strategic Development, and Estate Planning
Locations
Employees at Addicus
Updates
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We're #hiring a Compliance Associate to support our compliance program within the Legal Operations team. Apply here: https://hubs.la/Q02CD_T_0 #WeAreHiring #TeamAddicus #LegalOperations
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We couldn't have asked for a better way to kick off summer than Addicus Boat Day! The team enjoyed a beautiful day of bonding and beachside BBQing. #WeAreAddicus #TeamAddicus
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Congratulations are in order for Matthew King Manager of Administration and Human Resources! Matthew passed the HRCI's Professional in Human Resources exam and earned his certification. Well done, Matthew!
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A 2024 report from real estate firm Knight Frank suggests that $90 trillion of assets will transfer from baby boomers and Gen X to millennials. This shift in wealth is expected to occur over the next 20 years, which will make millennials the richest generation in the United States. When assets change ownership, it is essential to have a comprehensive plan in place to ensure the transition goes smoothly. That's where we come in. https://hubs.la/Q02Bmyc00 #TheNextGenerationFamilyOffice #WealthCreates #SuccessionPlanning
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The client: A C-suite executive's situation changes when his company is acquired and his years of accumulated restricted stock are converted into a liquidity windfall. The challenge: Allowing the client to enjoy his newfound capital while still leaving his children a generous inheritance. Read the case study here: https://hubs.la/Q02zR8cp0
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Welcome to the next generation family office. From comprehensive estate planning to innovative tax strategies, Addicus offers a slate of holistic financial services to address the needs of modern wealth creators and maximize your Family Wealth Enterprise (FWE). To learn more about what sets us apart, please visit: https://hubs.la/Q02yYNw30 #TheAddicusDifference #WealthCreates
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Geneoscopy, in which Addicus Private Equity investors have invested via a private investment vehicle, recently received FDA approval on their noninvasive colorectal cancer screening test, ColoSense. ColoSense is the first screening test of its kind, providing a noninvasive option to detect colorectal cancer – the second deadliest cancer in the United States. Addicus Private Equity is proud to have invested in this breakthrough technology that will potentially impact the lives of millions of Americans. #WeathCreates #PrivateEquity #ColoSense #Geneoscopy
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