OneAZ Credit Union’s Post

This significant figure underscores the urgent need for better support systems within the care economy. At VEST Her Ventures, our core focus is to drive change and create solutions that address these challenges head-on. Together, we can build a more supportive and sustainable work environment for everyone. Let's work towards a future where care responsibilities do not hinder professional growth. #VESTHerVentures #VEST #CareEconomy #WorkplaceInnovation #InvestmentFund

PROBLEM: From 2012 to 2017, the Denver Metropolitan region permitted only one new home for every 5.4 new jobs; over the same period, home prices in Denver jumped by 50 percent. This is unsustainable. ANALYSIS: Job growth needs people. People need homes. When both are not aligned by public policy, working families suffer and jobs go elsewhere. SOLUTION: The #livelocal Act enacted this year in Florida represents good #publicpolicy passed at the state level to solve a statewide problem. Ellavoz.com #impactinvestors #sharedvalues #sustainablecommunities #opportunityzones #jacksonvilleflorida

We'd like to take a moment to highlight HAND's #HIT2024 launch that's happening today! Kate Owens, our Director of Investments, is proud to be speaking today on a panel discussing the importance of cross-sector collaboration in the pursuit of preserving and producing housing for all. As housing production continues to lag behind demand, it's imperative that we take a cross-sector approach to preserve and produce housing accessible to all income levels. The Housing Indicator Tool outlines a series of actions we can take to contribute toward a sustainable and equitable housing market. Everyone has a role to play; learn more about yours here: https://lnkd.in/gnfxemKD #affordablehousing #communitydevelopment #jairlynch #CapitalRegion4Equity

It's bonus season, and my December objective is to guide 10 individuals on exploring reinvestment options, fostering potential growth, and finding what works best for them. #womenandwealth #wealthplanning #financegoals

In 2023, investing was challenging due to concerns about recession, inflation and global risks. Family offices adopted a defensive approach while single family offices had to be adaptable. In 2024, single family offices need to plan for the 'Great Generational Wealth Transfer' where 18,500 individuals will transfer assets to a new generation. Digitization will play a significant role in family offices as #millennials and #GenZ insist on real-time capabilities. The reliance on technology for reporting and obtaining real-time insights into the family's complex global connections will become standard practice. We speak wealth tech. Learn more from this WealthManagement.com article by Ilias Georgopoulos below. #FamilyOffice #FamilyOfficeTechnology #NextGen #Investing #SingleFamilyOffice #WealthManagement #FinancialReporting #FinancialServices

An excellent article on the state of family offices evolving as wealth generators from The Financial Times: https://lnkd.in/ebC33uU9 At Asset Vantage we are seeing this very trend – global family offices of all shapes and sizes are using integrated technology like AV to create a single source of truth to enable the transition of wealth to the next generation. The AV platform helps overcome a number of risks by centralizing financial data management, the essential core to delivering powerful investment reporting and thoughtful succession planning. Features like family legacy archiving and measuring ROI from philanthropic initiatives provides family principals and their next gens the tools they need to operate a forward looking family office. #Familyofficesoftware #bestfamilyofficesoftware #Assetvantage #AV #Wealthmanagement

The path to a sustainable family office lies beyond just financial success. While economic growth is vital, the essence of longevity is family cohesion. It's not merely about dividends and capital growth; it's about the emotional and business bonds formed over time. These connections, built on pride, identity, and a shared mission, are the bedrock of any long-lasting enterprise. In a rapidly evolving financial landscape, it's easy to become engrossed in numbers and overlook the human element. The most successful family offices seamlessly blend financial acumen with a genuine understanding of their family's aspirations and values. This balance ensures that while assets grow, the core principles and emotional ties that initiated the family office remain unbroken. At WillKate, we recognize the value of both financial returns and emotional investment. Together, they pave the way to lasting success. 🌐 Ready to build a legacy that goes beyond numbers? Dive deeper into our approach at will-kate.com. #FamilyCohesion #BeyondFinancials #FamilyEnterprise

Capital Gains Inclusion Rate Increase #Realtornorthvancouver #northvancouverhomesforsale #northvancouverrealestateagent #northvancouvercondos #northvancouverrealtors #Northvancouverhomes #Northvancouverrealestateagent #northvancouverrealestateforsale #Realestatenorthvancouver #Northvancouverrealestate

Family wealth and by extension family offices are more about being an asset manager. With multiple family stakeholders, generations involved and more importantly, emotions are tied to wealth distribution, especially when big money and differences in values can create disharmony. #familybusiness #familyoffice