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High Net Worth Advisory: Small Firms vs. Large Financial Institutions
Manage episode 435032999 series 3566703
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In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities?
In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critical importance of personalized, holistic advisory services in wealth management. Phil discusses the distinct limitations large financial firms like Goldman Sachs face when handling small, tailored deals and how boutique firms provide a more flexible, client-focused approach. The conversation moves into the intricacies of tax planning, employee contract negotiations, and estate planning, emphasizing the need for expert advice that's both comprehensive and customized.
Throughout the episode, the trio talks about the collaborative benefits of partnering with specialized firms and the invaluable human touch in providing financial guidance—something robo-advisors cannot replicate. Phil shares real-life examples, including uncovering $250,000 in unclaimed property for a client and demonstrating the tangible advantage of personalized service. They also talk about the importance of holistic financial planning to address the unique needs and goals of clients.
To learn more and connect with Phil, visit: https://www.uscallc.com/
To schedule an appt with the Robin Glen team, visit: www.calendly.com/ccmoya
To learn more about Robin Glen, visit: https://www.robinglen.com/
Key Topics Covered:
- The limitations of large financial firms in small, personalized deals
- The need for specialized advisory services in wealth management
- Collaboration between boutique firms and specialists to provide comprehensive solutions
- Real-life examples showcasing the impact of personalized financial services
- Importance of holistic planning and the human touch in financial advisory
- Tax-efficient management and structuring assets for long-term benefits
- Challenges and benefits of robo-advisors in the wealth management space
15 episoder
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