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Family Wealth Leadership
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Family Wealth Leadership
2 Venture, Suite 460
Irvine, CA 92618
Phone Number: (949) 468-2000
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Family Wealth Leadership is a full-service wealth management and multi-family office firm with a focus on asset growth, preservation, and inter-generational transfer of wealth using strategies and family coaching to avoid loss of wealth to taxes and imprudent decisions and investments. Kip Kolson is the author of "You Can Have It All; Wealth, Wisdom, and Purpose--Strategies for Creating a Lasting Legacy and Strong Family" You can order your copy at Amazon.
We manage investments using tactical strategies and diversification so as to minimize risk and loss of significant value during severe market declines such as occurred in 2000 and 2008. Rather than utilizing third-party money managers who adhere to a buy-and-hold philosophy, we manage our clients? investments ourselves so we can respond quickly to market dynamics, be out of the market before it declines substantially, and retain liquidity, which allows us to potentially have more dollars to reinvest at lower prices when the market begins to recover.
We provide financial, retirement, tax, asset protection, balance sheet and cash flow planning; and we coach parents and children in how to invest, build, operate, manage, and work as a team to achieve a worthwhile and common purpose that creates a legacy of heirs properly prepared to manage the family wealth for multiple generations.
Family Wealth Leadership is the DBA for Advantage Asset Management, Inc., a Registered Investment Advisory firm registered in the states of California, Arizona, Nevada, and Texas as a financial advisor engaged in financial planning, wealth management, insurance, and estate planning and family stewardship coaching.
Keywords:
Investments, Wealth Management, Financial Planning, Business Succession Planning, Estate Planning, Life Insurance, Stewardship Coaching
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