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Episode 164: Building a Multifamily Office: An Approach for All-Inclusive Financial Services
- 2024/07/24
- 再生時間： 15 分
- ポッドキャスト
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サマリー
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あらすじ・解説
Allen Gibson founded Gibson Wealth Advisors LLC in 2016 after dedicating 25 years to Ameriprise Financial. His firm is a Registered Investment Advisory that focuses on providing fee-only comprehensive financial planning. Aimed at giving clients a family office experience, Gibson Wealth Advisors strives to maximize value for those who prefer to delegate their financial responsibilities to savor their most valuable asset—time. The firm works in collaboration with external experts in healthcare, insurance, tax, and estate planning, ensuring that these essential services are integrated and executed efficiently under one roof. They offer flexible relationship options for clients, including hourly rates, flat fees, or asset-based management fees, with a firm policy of conducting planning before managing any investments. The team comprises three advisors and an attorney who specializes in independent trust administration, further enhancing the comprehensive service they provide to their clients. Listen to this insightful RIA episode with Allen Gibson about all-inclusive financial services. Here is what to expect on this week’s show: - How Gibson Wealth Advisors utilizes advanced financial tools and executes plans effectively. - Why comprehensive financial planning should include collaborating with external professionals like CPAs and estate planners. - How Gibson Wealth Advisors provides integrated services under one roof. - Why Gibson Wealth Advisors is deeply committed to continuous education while holding numerous designations to stay current and technically proficient. - How client acquisition is mostly through referrals, while using an effective strategy to retain the next generation of family members as clients. Connect with Allen: Links Mentioned: gibsonwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices