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

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

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WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

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Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

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SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur