Unlocking the True Value of Advanced Financial Planning | Family Office Approach Explained
Автор: Gibbings & Associates Private Wealth Management
Загружено: 2025-06-11
Просмотров: 128
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In this insightful conversation, Rod Gibbings of Gibbings & Associates Private Wealth Management sits down with Christine Van Cauwenberghe, Head of Financial Planning at IG Private Wealth Management, to explore the real value behind advanced financial planning and why successful families are increasingly turning to a family office approach for a more comprehensive wealth strategy.
Rather than having an investment manager focus solely on product selection, this video dives into how comprehensive planning with the team of CERTIFIED FINANCIAL PLANNER® (CFP) professionals at Gibbings & Associates can help you:
✔️ Access value through collaborative planning coordinated with accounting and legal expertise
✔️ Incorporate leading-edge technology with personalized, human insights drawn from decades of experience
✔️ Optimize tax strategies for significant, quantified tax savings
✔️ Gain clarity, confidence, and control over your financial future without added consultation costs
Whether you're a high-net-worth individual, a business owner, or preparing for retirement, this conversation reveals why working with a team that integrates estate planning, tax efficiency, risk management, and more can offer transformational value.
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📌 Learn more about our approach to freedom for clients at: https://www.gibbingsandassociates.com
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