NEW EPISODE OUT NOW: How to Win Liquidity Events

How to Win Liquidity Events with Roger Silk

In this episode of the "Always On Podcast," host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role of financial advisors and the increasingly complex needs of high-net-worth clients. As financial landscapes shift, advisors must adapt to new challenges and opportunities, particularly when it comes to managing significant liquidity events.

Key highlights include:

• The role of asset diversification trusts in tax-efficient asset management.
• The necessity of early planning for liquidity events to maximize client benefits.
• Strategies for financial advisors to strengthen client relationships through collaboration.
• Insights into leveraging philanthropic solutions for wealth preservation and growth.

Tune in and discover the insights needed to become trusted partners in their clients' financial journeys, ensuring both immediate and long-term success.

Tune in to discover strategies that will help you take your advisory practice to the next level:

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