Ep 52: Stewarding Wealth for Future Generations

Jason Zilveti, a distinguished financial advisor at Rockefeller Global Family Office, brings a profound perspective on wealth management strategies shaped by his diverse family background in medicine and finance. With a focus on multi-generational family wealth preservation, Zilveti champions the value of building strong relationships and coordinating across various advisory domains such as tax, legal, estate, and insurance. He advocates for personalized financial plans and a "bucket approach" to long-term planning, addressing immediate, lifetime, and legacy needs. Crediting his early success to exceptional mentorship and understanding the importance of industry recognition, Zilveti remains committed to guiding clients in growing and maintaining their wealth through strategic and holistic financial planning. Here’s what to expect this episode: Jason Zilveti's early success in wealth management was influenced by family background and mentorship, leading to a passion for helping clients with their financial health. Multi-generational family wealth preservation is a core focus for Jason, emphasizing the importance of stewarding wealth for future generations and the emotional aspects of business transitions. Assembling a team of professionals is crucial for business owners preparing for a sale, providing personalized financial plans and support throughout the process. Implementing value acceleration methodologies can enhance a business's value, making it more appealing to potential buyers and ensuring a smooth transition. Engaging investment banks for business acquisitions can significantly impact outcomes, maximizing the value of the company through competitive processes and tailored strategies. Connect with Jason Zilveti: https://www.linkedin.com/in/jason-a-zilveti-cpwa%C2%AE-cepa-bb4b2465/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices