Because we can learn a lot from BlackRock, Tom Petty, and Pokémon If you’ve ever walked into a mall with two children, you know the difference between urgency and opportunity. You hand each of them $20, and one will immediately run to the nearest toy store, candy store or Build a Bear kiosk, and spend […]
by Stephen Kolano, September 6, 2022 Read the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. There’s a saying within the wealth management industry – “If you’ve seen a family office, you’ve seen a family office.” If you are a client of a […]
Hybrid RIA Integrated Partners has appointed Stephen Kolano, a chartered financial analyst, as managing director, investments for its relaunched Integrated Family Office business, which the firm said Wednesday will “provide ultra-high-net-worth families with a roadmap for multi-generational success.” Read Article: https://www.thinkadvisor.com/2022/07/13/integrated-partners-picks-up-exec-from-bny-mellon/
The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments. Read Article: https://www.wealthmanagement.com/high-net-worth/integrated-launches-family-office-offering
The definition of “family” has evolved considerably over the past 30 years. Gone are the days of the cookie-cutter family unit spread around the subdivision in carbon-copy houses with carbon-copy lives. Today, every family is unique with unique goals, unique needs, and unique objectives. And wealth and entrepreneurial businesses create layers of complexity. Abundance creates […]
