Aquilance’s recent minority growth investment, led by Ten Coves Capital, reflects a broader shift underway in wealth management. It shows that the operational infrastructure of financial administration is emerging as its own category, one built on technology, scalable processes, and expert execution rather than institutional overhead.
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Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
For financial advisors working with ultra-high-net-worth (UHNW) clients, understanding spending patterns is vital to crafting a well-rounded financial strategy. However, accurately assessing spending rates is often overlooked in financial planning, regardless of whether the focus is on long-term investments, estate planning or liquidity management.
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.
Aquilance CEO John Carey discusses the disconnect between what advisors claim to offer their HNW clients, what these clients expect, and the financial planning support they actually receive. It's an issue Aquilance us uniquely built to solve.