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Newsletter – April 2022

See What’s New in the WealthCAP HUB®

Preparing NextGen Playbook

As a wealth advisor what are you doing to engage and support your family clients to sustain family legacy assets? Learn the various topics it takes to fully prepare the next generation of wealth inheritors from our NextGen Playbook.

Reduce Family Office Accounting Complexity By Choosing The Right Software

How do you know you’re using the right accounting software for your family office? Learn the key points for aligning your accounting software to your growing complex needs from Tom Crotty, Family Office Practice Leader, at Sensiba Sans Fillipo.

Take A Look Inside The Kashmir Superyacht

Through our strategic partnership with Jason Carter at Worldwide Boat, we have the opportunity to provide a sneak peak inside one of the most luxurious superyachts on the water. After undergoing a recent refit in 2021, the 133' KASHMIR is sure to impress even the most discerning of clientele.

7 Considerations When Hiring A Luxury Property Management Company

With the real estate market booming, many individuals have acquired additional properties that require continual oversight and expertise without the need for a full time staff, this is where a luxury property management firm can be a valuable partner. Here we provide insight into key considerations before handing over the keys to your beautiful estate.

Traveling Tutor — Job Description

This summer many families are looking forward to getting back to traveling abroad, creating the opportunity for children and young adults to continue their education while becoming immersed in new cultures and experiences. To further enhance the educational aspect of travel, often times families look to bring traveling tutors along for the journey. Check out our job description template that is sure to get your search off on the right foot.

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