Ownership Project 2.0: Private Capital Owners & Impact’s Post

Despite economic uncertainty, inflation, tight credit markets, and a challenging political climate, private equity has demonstrated remarkable resilience as an asset class. Read more about what Kent Sio, Associate Director Private Equity and Venture Capital at Nicola Wealth, has to say here: https://lnkd.in/ggZkUvJt Click here to follow Nicola Wealth Private Capital for more content like this. #PrivateCapital #PrivateAssets #PrivateEquity

At National Equity Agency, our core values are not just words; they're the foundation of everything we do. Each day, we strive to embody the principles that define us. #NationalEquityAgency #Rightfulclaimant #NEARecoveryAgency #ForeclosureAssistance #FinancialRecovery #ExcessProceeds #PropertyRights #ForeclosureHelp #ForeclosureSupport #FinancialAssistance #PropertyRecovery #FinancialEmpowerment #ForeclosureNavigators #ReclaimYourAssets #ForeclosureRelief - Visit our website 🌐: https://lnkd.in/g5RQwHmM Visit us at 📍: 500 S Australian Ave Ste, 600 Contact 📞: 765-896-5281

What's a few $T difference between friends ⁉ There seems to be a new narrative of similarity between the two investment superpowers.🏦💼 Sovereign Wealth Funds and Family Offices: blurred lines of distinction. For example: ⏳ Both have a long-term vision of value creation over short-term gains. 🏢 Family offices' business acumen mirrors SWFs' operational expertise. 🌐 Diversification drives both toward private equity, real estate, and more. ♻️ A big drive on ESG and impactful investments. 📜 Emphasis on governance and best practices. 👩💻 Using tech for operational efficiency. This aligned trajectory of shared practices and needs aligns these financial powerhouses. 🤝 🤝 Highlighted by Ilias Georgopoulos in his latest article (link in comments). Pictured: Family Office Panel at the Global Wealth Conference, held in the House of Commons, London. Hosted by SWFI Events. --- 📩 Connect with me to learn about how your clients can co-participate in CRE private placements while keeping your AUM in-house. #familyoffices #wealthmanagement #sovereignwealthfunds #commercialrealestate #fundmanagers

Let's talk about intergenerational wealth and some things to consider. “In the first few generations of a wealthy family, it can take time for the family members to feel comfortable in diversifying,” says Russell Feenstra, Wealth Advisor at Nicola Wealth. “If you’ve built something, there can definitely be an emotional connection to what you’ve achieved, an affinity toward that specific asset. It can take time to separate from this emotion and move toward a more prudent asset management approach, built on diversification and cash flow,". Business owners and families may not even realize they are overconcentrated in either their operating firm or in certain assets or even liabilities. Read more about the risks of tying up wealth in one area, here: http://ow.ly/GXzI1051T6Y

Real estate property is often the most complicated trust asset for trustees to manage. Trustees often want to do their best to follow the terms of the trust while also trying to please the beneficiaries, who tend to be their siblings or other family members. In part one of our four-part trust administration series, we will discuss what happens when one sibling wants to keep the family home as an investment property. >> https://bit.ly/3M35YhB #AbsoluteTrustCounsel #Trustee #TrustAdministration #Blog #Beneficiaries

Real estate property is often the most complicated trust asset for trustees to manage. Trustees often want to do their best to follow the terms of the trust while also trying to please the beneficiaries, who tend to be their siblings or other family members. In part one of our four-part trust administration series, we will discuss what happens when one sibling wants to keep the family home as an investment property. >> https://bit.ly/3M35YhB #AbsoluteTrustCounsel #Trustee #TrustAdministration #Blog #Beneficiaries

Real estate property is often the most complicated trust asset for trustees to manage. Trustees often want to do their best to follow the terms of the trust while also trying to please the beneficiaries, who tend to be their siblings or other family members. In part one of our four-part trust administration series, we will discuss what happens when one sibling wants to keep the family home as an investment property. >> https://bit.ly/3M35YhB #AbsoluteTrustCounsel #Trustee #TrustAdministration #Blog #Beneficiaries

Real estate property is often the most complicated trust asset for trustees to manage. Trustees often want to do their best to follow the terms of the trust while also trying to please the beneficiaries, who tend to be their siblings or other family members. In part one of our four-part trust administration series, we will discuss what happens when one sibling wants to keep the family home as an investment property. >> https://bit.ly/3M35YhB #AbsoluteTrustCounsel #Trustee #TrustAdministration #Blog #Beneficiaries

💡 A unit trust divides trust property into units, with beneficiaries receiving income and capital based on the number of units they own. This structure is common in investment funds and real estate partnerships. To learn everything you need to know about trusts and the five main types, head to our blog! https://lnkd.in/gSJmW8Gt 🚀 #trust #businessstructure