The value of advice
Each of our clients works with Lorica Partners for different reasons. During the year, clients have told me engaging with their children or sending regular updates on progress against specific goals is valuable for them. So, based on your feedback and a little research we have done, where do we think we make the biggest […]
The benefits of a retirement bucket list
There’s nothing new about people motivated to create ‘bucket lists’ to help them focus on achieving their dream goals and experiences. The concept is particularly popular amongst retirees who have the time and resources to pursue their dreams. When you spend so many years working hard and putting your family first, it makes sense to […]
How to know it’s time to break up with your financial advisor
It happens, relationships get boring and unfulfilling — whether it’s a friendship, relationship, or business partner. Sure, financial advisors won’t send you flowers or drop in randomly to check on your well-being. But they should be winning you over with timely, solid advice and proactive support. If not, it might be time to let them go. […]
A Growth-Driven Culture: Tyler’s ‘Professional Year’ at Capital Partners
If you’re thinking about your ideal career, then growth and development opportunities might be at the top of your wish list. Tyler Ellery is a great example of someone who, early in his professional career, has grasped development with both hands. His journey highlights how your career is influenced not only by your willingness to […]
13 reasons you may need a financial planner this year
Transitions in life aren’t just inevitable. They’re constant. When life changes, money changes…and vice versa. If you’re a global investor with increased complexity around your multi-jurisdictional life, you’ve probably been through more than one of them in the last few years. These crucial moments of transition may shape your entire future. Plus, if you have […]
10 attributes of great financial advisers
As a firm, Alman Partners True Wealth is dedicated to being the best we can be for our clients. Below are 10 Attributes of Great Financial Advisers/firms according to Dimensional. Given they have been working with financial advisers from all over the world for over 3 decades this list is a great benchmark to aspire […]
Why you need advice
There is often a vast gulf between what people think financial advice is all about and what it actually is. The popular view that advice is solely focused on picking good investments is akin to the view of a GP as someone whose role is purely to prescribe pills. We could come up with an […]
There is no 70% rule: upending the myths about family wealth longevity with fresh thinking and approaches
Coming to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are your chances of success? We have all heard the saying ‘the first generation makes it, the third generation loses it’. Dr Jim Grubman, a leader within the UHNW Institute, […]