By Jim Blair, Moneta Partner Summer is officially here, and many families are planning vacations around the globe. Whether you are going to Acapulco or Antarctica, there is one thing you should “pack” that is almost as important as your passport: travel insurance....
As your family’s personal wealth increases, so does your need to protect that wealth. As part of your comprehensive financial plan, your Moneta Family CFO will review and advise you on existing insurance policies, advising you on gaps or overlaps in your family’s...
We’ve all seen those TV commercials, trying to tell us we have gaps in our insurance. We may brush it off, or think for a fleeting moment… “I wonder if I’m covered.” The truth is, you may have gaps, and now is a great time to find out. So – what would...
We often hear people say life insurance isn’t a very good ‘investment.’ When you think of life insurance in the context of wealth accumulation, insurance really should not be considered an investment vehicle. So what purpose does it serve? Life insurance is perhaps...
Most individuals select their insurance agent during the purchase of their first car or home. Usually, that insurance person comes at the recommendation of a friend, family member, or maybe even more randomly via the phone book. Once a policy is secured, they never...
Summer is officially here, and it is likely that many of you are planning vacations around the globe. Whether you are going to Acapulco or Antarctica, there is one thing you should ‘pack’ that is almost as important as your passport: Travel Insurance. International...
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?
Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.
WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?
The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.
Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.
We outline the optimal path to preserve and grow assets across multiple generations.
We develop and implement the best plan to educate and encourage family members for generations to come.
We help determine the future role of the business in the family enterprise.
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