Parcion Private Wealth

At Parcion Private Wealth, we partner with business owners and their families through life-changing liquidity events while helping them make a meaningful impact on the causes they care about. We are committed to developing comprehensive plans aligned with the values and goals of those we serve. Charitable Remainder Trusts (CRTs) can be a key strategy to offer tax advantages, income generation, and the ability to build a lasting legacy. Download our whitepaper to explore how CRTs can be a powerful tool to support your philanthropic goals: https://lnkd.in/g5mKSYjH #ParcionPW #Parcion #UnlockWealthPotential #CharitableRemainderTrust #Philanthropy #Legacy #WealthManagement #Taxadvantages #PhilanthropicGoals #BusinessSale

As we enter the giving season, we’re reminded of the power of passion, purpose, and philanthropy – values that truly define our Parcion community. At our annual Signature Event this fall, Scott Oki, serial entrepreneur and philanthropist, shared his inspiring perspective. “I want to leave this world the same way I entered it – with nothing.” Scott also emphasized the importance of not just giving financially, but investing time in causes that matter. His powerful message resonates deeply with us and the families we serve, as we help them align their wealth – and their time – with their values to create meaningful, lasting impact. #ParcionPW #Parcion #UnlockWealthPotential #SignatureEvent #GivingSeason #Philanthropy #PassionAndPurpose #Legacy #CommunityImpact?

Creating community among the families we serve is at the core of what we do. Last month, we partnered with Park Place LTD to host an evening focused on private investments and their use in portfolio construction. The evening focused on fundamentals of investing beyond traditional assets, with a focus on sports leagues, teams, media, and entertainment enterprises. The discussion delivered in-depth insights into this distinctive asset class, sparking valuable conversations and new perspectives. At Parcion, we’re committed to creating experiences that support our families’ goals and passions, providing resources to help them unlock the true potential of their wealth. Thank you to our partners and all who participated in this exploration of strategic investment opportunities. *This post is for general information only and is not intended to provide specific advice or recommendations. #ParcionPW #Parcion #UnlockWealthPotential #PrivateInvestments #Community #WealthManagement #FamilyOffice #BusinessOwners

At Parcion, the business owners and families we serve are at the center of everything we do. We are dedicated to supporting them in unlocking the true potential of their wealth, showing them how to take care of the people they love for generations and think bigger about what’s next. Our personalized approach goes beyond investment management, offering a thoughtful roadmap that aligns with each family’s values, ensuring both financial viability and a meaningful legacy. It was a privilege to have our CEO and Managing Principal, Terry Cook, CFP?, CIMA?, participate as a panelist at the Forbes SHOOK Top Advisor Summit in the “New Ideas Around Client Engagement” session. Moderated by Michael A. Schweitzer and joined by Charles Balducci, Terry shared insights that exemplify our differentiation and commitment to building individualized strategies that reflect what matters most to our families. Thank you Forbes and SHOOK Research for hosting such an impactful event! #Parcion #ParcionPW #UnlockWealthPotential #TopAdvisor #WealthManagement #BuisnessOwners #Team #Differentiation #ForbesSHOOKTopAdvisor #RIA #ForbesTopRIA #SHOOKResearch #Forbes #ForbesSHOOKRIA #FinancialAdvisors #TopRIA?

Continuously engaging with our industry community allows us to provide quality resources to the business owners and families we serve. We are proud to have had Kathleen Carbone, CFP?, Principal and Director of Advisory, speak at the Washington RIA Summit, where she shared how we’re leveraging technology to enhance our multifamily-office approach and deliver tailored strategies that meet each family’s unique needs. Thank you to those who participated and to Portfolio Summits for hosting an educational event – we are grateful for the opportunity to share insights with our peers! #ParcionPW #Parcion #UnlockWealthPotential #WashingtonRIASummit #CommunityInvolvement #WealthManagement #FamilyOffice #BusinessOwners

Thank you, Kathleen Carbone, CFP?, for sharing Parcion’s story with the University of Washington’s Women in Entrepreneurial Leadership class. Your passion for empowering women aligns with our mission to support female business owners, leaders, and entrepreneurs unlock the true potential of their wealth. Kathleen’s commitment to championing women in our community is evident through her work with organizations like Rogue Women's Fund, Kappa Alpha Theta Alumni Association, and Association for Corporate Growth - ACG Seattle Chapter's MAKERS committee for women dealmakers. Her leadership is essential in creating impactful resources that enable women to make informed financial decisions and thrive in their careers. Parcion is proud to support Kathleen’s initiatives to build a more inclusive environment for female entrepreneurs. We are privileged to have her dedication as we inspire the next generation of leaders together! #Parcion #ParcionPW #UnlockWealthPotential #FemaleEntrepreneurs #BusinessOwners #Community #WomenInEntrepreneurship #UW #FemaleLeaders

With the upcoming election and shifting global dynamics, understanding the factors shaping our financial landscape is more important than ever. At this year’s Signature Event, we partnered with Lara Rhame, Chief U.S. Economist at FS Investments, who delivered a clear and insightful session on Inflation, Elections, and Geopolitics. At Parcion, we are committed to providing clarity and resources that support business owners and their families in navigating economic uncertainty. Lara’s perspective offered a deeper understanding of the current environment and volatility many are facing. As your multifamily office, we remain dedicated to helping you unlock the true potential of your wealth through informed decisions, confidence, and peace of mind. #ParcionPW #Parcion #SignatureEvent #EconomicInsights #Geopolitics #Inflation #Election2024 #UnlockWealthPotential #FamilyOffice ?

Today, we mark five incredible years of growth and success at Parcion Private Wealth! We’re immensely grateful for the trust and partnership of the business owners, entrepreneurs, and families we serve. Our community’s support has fueled our journey and helped us surpass $2.41 billion in AUM and earning national recognition as one of America’s Top RIA Firms by Forbes. “Our growth over the past five years reflects our commitment to business owners and their families and helping them unlock the true potential of their wealth. We’ve built a team of technically proficient professionals who are passionate about simplifying the lives of the families we serve,” said Terry Cook, CFP?, CIMA?, CEO and managing principal. “We take great pride in the firm we’ve built and the positive impact we've made on optimizing wealth events and helping business owners keep more of what they’ve built for their heirs and the causes they care about.” Read more in our full press release: https://lnkd.in/g8y_24bs We’re excited for the next five years as we continue to raise industry standards and build what’s next together. A special thank you to everyone joining us for our 5 Year Anniversary Open House this afternoon. We look forward to celebrating this milestone with you! AUM as of October 14, 2024. Important disclosures about the award are found here: https://lnkd.in/gTgCxiHY #ParcionPW #Parcion #5YearAnniversary #Community #WealthManagement #FamilyOffice #Celebrate #BusinessOwners?

We're proud to have once again sponsored Big Brothers Big Sisters of Puget Sound’s annual Big Gala! Our partnership with this incredible organization aligns with our commitment to provide leadership, foster meaningful relationships that create lives of significance, preserve legacies, and think bigger about what’s next. This year’s event was an extraordinary success, raising over $800,000 of critical funding to support mentorship programs that transform the lives of thousands of youths in our community. We are honored to have Sarah Cook (Kaler), Principal and Chief People & Culture Officer at Parcion, serving on the Board of Directors and as Gala Chair. Thank you to everyone who contributed, attended, and championed this mission. A special appreciation and acknowledgment to the vision, dedication, and exceptional leadership of Alonda Williams, CEO of BBBBPS, the BBBSPS Team, and the BBBSPS Board of Directors. And a BIG thank you to the unwavering support from Artis Stevens, President & CEO at Big Brothers Big Sisters of America, and his devotion to lead and uplift the next generation. Together, we can continue to change the trajectory of lives one conversation at a time. #ParcionPW #Parcion #Philanthropy #Community #Mentorship #Leadership #BBBSPS #BigBrothersBigSisters #InspireBig #BIGGala2024 #BIGGERTogether #BeBIG

Join us in commemorating our 5-year anniversary this Friday, October 25th, at our office in Bellevue! ? We are hosting an exclusive open house event with our community, which has played a pivotal role in our growth and success over the past years. Come celebrate this milestone with us, network with other business leaders, hear inspiring stories, and make new connections. ? For more information and to RSVP, please visit our event website:?https://lnkd.in/gcdJ7Fs8 #ParcionPW #Parcion #Celebrate #Anniversary #Community #Team #BusinessLeaders #UnlockWealthPotential