Superior Planning | Family Office

Happy #NationalFinancialAwarenessDay! Financial literacy and proactive wealth management are key to your clients feeling empowered and ensuring financial wellness. Encourage your clients to take these steps toward financial wellness: Review Financial Goals ?? - Revisit and update financial goals to ensure they align with current life stages and market conditions. Evaluate Investments ?? - Assess investment portfolios to ensure they are diversified and performing as expected. Update Estate Plans ?? - Ensure wills, trusts, and beneficiary designations are up to date and reflect current wishes. Plan for Taxes ?? - Optimize tax strategies to minimize liabilities and maximize savings. Increase Financial Literacy ?? - Provide resources and education to help clients understand complex financial concepts and make informed decisions. Help reinforce these habits and support your clients in achieving true financial wellness. Let’s work together to build a future of financial confidence and security: https://lnkd.in/g_P5nxpJ #familyoffice #familywealth #familywealthplanning #financialadvisors #financialawarenessday

?? Meet Susan Ferrari, CPA, CFE, Executive Director at Superior Planning ?? Susan brings a wealth of experience including an Accounting degree from Illinois Wesleyan University, a successful career in internal auditing at a Fortune 50 company, and over a decade in academic leadership. Her passion lies in tackling complex challenges and developing effective solutions that complement each family's unique vision and goals. Susan's varied background allows her to approach wealth planning with a multifaceted perspective. With her expertise in intricate financial matters and keen ability to connect on a personal level, Susan is dedicated to helping you guide your high-net-worth clients in leaving meaningful, multi-generational legacies. Schedule a 1:1 with Susan to learn more about how our Partner Program can help you elevate your client's success. Schedule a complimentary, virtual Meet & Greet today to discover how Superior Planning can elevate the value and impact of your client services: https://lnkd.in/g_P5nxpJ #familyoffice #familywealth #familywealthplanning #financialadvisors

The principles outlined in our latest blog post highlight the importance of opportunity, faith, balance, risk management, vision, and legacy in achieving lasting family wealth. This wraps our series on family wealth strategies. Are there any others you'd add to the mix? Request a Meet & Greet with our team to chat through these strategies and how our Partner Program can support you and your clients. Read the Blog: <<https://lnkd.in/gjDJ_A-K>> #familyoffice #familywealth #familywealthplanning #financialadvisors

For your clients to achieve true family wealth, they need more than just financial success. In our latest blog post we cover key elements including the importance of communication, intentionality, and preparation in building and preserving family wealth. Equip your clients with these valuable insights. Stay tuned for more strategies in our next installment to drive success for your clients. https://lnkd.in/g2tR5AqW #familyoffice #familywealth #familywealthplanning #financialadvisors

True family wealth goes beyond numbers. Our latest blog post emphasizes the importance of love, wisdom, leadership, and inclusivity in building and preserving your client's family wealth. Empower your clients with these insights. Stay tuned for the next installment, where we'll explore more strategies to help your clients thrive. https://lnkd.in/g88Xtnk9 #familyoffice #familywealth #familywealthplanning #financialadvisors

?? Meet Buddy Thomas, CFP, AEP! ?? Buddy founded Superior Planning in 1982 and developed the Superplan? process to enrich family wealth and relationships. He earned a BA in Psychology with a minor in Economics, has written four books and dozens of articles, and produced hundreds of educational videos on family wealth. Buddy is dedicated to helping you guide your high-net-worth clients in leaving dignified legacies for generations to come. Schedule a 1:1 with Buddy to learn more about how our Partner Program can help you elevate your client's success. https://lnkd.in/g_P5nxpJ #familyoffice #familywealth #familywealthplanning #financialadvisors #attorneys

Increase your clients’ chances of achieving family wealth. How? Emphasize the importance of steadfast communication, mutual respect across generations, and recognizing each other’s strengths. A persistent, unified approach to growth is essential. By upholding these principles, your clients will flourish for generations. https://lnkd.in/gZqsqV_w #familyoffice #familywealth #familywealthplanning #financialadvisors #attorneys

Building multi-generational wealth for your clients transcends finances. It requires governance that strikes a balance between: ? Inclusive decision-making by engaging diverse family voices ? Defining purposeful roles for everyone to contribute meaningfully ? Tracking metrics aligned with core family values, not just finances ? Using emotionally resonant metrics to drive better decisions ? Fostering mutual accountability across generations ? Staying adaptable by welcoming new ideas as the family evolves True, enduring wealth hinges on this principled approach - one that seamlessly blends financial growth with an openness to positive change over time. #familyoffice #familywealth #familywealthplanning #financialadvisors #attorneys

We believe it's critical that your clients prioritize love and wisdom over money. To build true family wealth, focus on relationships rather than wealth to preserve family bonds and values. #WaystoWealth #familyoffice #familywealth #familywealthplanning #financialadvisors

Are your clients harnessing their family's collective intelligence and love to grow their wealth? Our advice for your clients: be wise! #WaystoWealth #familyoffice #familywealth #familywealthplanning #financialadvisors