Wealth Management

Voted #6 on Top 100 Family Business influencer on Wealth, Legacy, Finance and Investments: Jacoline Loewen LinkedIn Profile

August 20, 2018

Family Offices and Wealth Management: What's driving investment trends.

Family Offices: Dave Mason, Jacoline Loewen, Ed Montero, Sarah Beven
In Calgary, the team held a series of events where they presented the proprietary research on Family Offices and Wealth Management: What's driving investment trends. Five families with wealth case studies were discussed about family businesses, and their best practices as well as stumbling blocks.  

Creating corporate governance around wealth is a simple rule to state but as they say, the devil is in the details. Yet, those families, or founders, will fail if there are no rules of the road.  If the goal is ongoing transfer of wealth to the next generation which sparks the second generation to live a happy life, there needs to be thought put into action. It does all boil down to setting up governance in order to keep running family wealth management.

Held at The Petroleum Club in Calgary offered exclusive peer network of other UBS Global Family Office clients to share knowledge and discover new business opportunities.

In addition to the proprietary research, other areas of interest to wealthy families and their wealth management are:

·         Financing and advisory solutions for real estate, art collections, aircraft, hedge fund portfolios, securities backed lending, margin capabilities and more

·         Around-the-clock direct contact with our bankers, traders, specialists and sales teams in every market, product class and currency - Fully customizable real-time reporting of holdings, balances, margin, risk profiles and tax status for assets held with UBS and elsewhere

·         Tailored client portfolios to meet specific investment objectives, along with hedge fund portfolio monitoring

·         Participation in private placement deals for qualified pre-IPO clients, anchor investments and global syndicate offerings

·         Legacy advisory services, including estate planning, a young successors program and philanthropy strategies to sustain achievements and make lasting impact through giving

·         Customized guidance from the Strategic Equity Solutions Group to optimize risk/return profiles, funding, tax and accounting treatment, capital consumption, market risk, legal treatment

·         Full range of core and advisory services from UBS Prime Brokerage for family offices to efficiently gain access to the entire firm

·         Family advisory services, including governance frameworks, governing bodies, corporate advisory, management platforms, asset holding structures and business succession plans.

To learn more about family advisory, please send a request to receive the Family Office Compass, a practical guide for families setting up and maintaining their own dedicated family office.
See my books on Amazon: Jacoline Loewen, Amazon Author's page

August 13, 2018

5 lessons can we learn from Bezos’s rise to become the richest man

Interesting to learn that Amazon founder Jeff Bezos will become the world’s richest person this year, or next. After yet another fantastic report of results, and yet another boost in the company’s share price, Bezos is $5 billion away from the Microsoft founder Bill Gates and likely to overtake him soon.
From my view, I remember when Amazon was just starting and seemed an interesting but not a sure thing on the stock market. I sold my Amazon for AOL back in 1999. I was wrong! 
To learn that Bezos is now passing Bill Gates means that there are lessons to learn and Bezos shares his views. I am interested in how the title of richest person (that is tracked and legitimate) sets a role model for entrepreneurs and business leaders around the world.
After all, if making more money than anyone else doesn’t tell you they are doing something right, it is hard to know what might. 
So what lessons can we learn from Bezos’s rise to the top of the pile? In brief: That you should 
  1. Think big, 
  2. Innovate furiously, 
  3. Ignore failures, 
  4. Forget about obsessing over profits, and 
  5. Avoid major acquisitions. 

Those are 5 pretty good guidelines for any business heading into the 2020s. 
In the past five years, Amazon’s share price has more than quadrupled, rising from US$220 to more than $US900 as the company powers into new industries and markets. He has already overtaken Warren Buffett and Amancio Ortega, the Spanish founder of Zara owner Inditex, to become the world’s second richest. 
Join social media conversation on Twitter @jacolineloewen
Facebook Jacoline B. Loewen

Jacoline Loewen, MBA, ICD.D, is a best selling author and expert in Wealth Management. She is Canada’s leading wealth, legacy, founder and family business finance expert. Ms. Loewen's clients are entrepreneurs who transition from focus on business to managing their money. She helps overcome common wealth creation issues while optimizing investments in order to manage and nurture significant wealth with confidence.