Closing the Gender Wealth & Investing Gap20220222220228
Closing the Gender Wealth & Investing Gap
Even as women are becoming increasingly responsible for bringing in an equal (or greater) share of the household income, there’s lagging support in familiarizing women with investment strategies. And while a large number of Canadians are not truly financially literate, men often plunge ahead with investments and other financial strategies due to their statistically greater appetite for risk....
What does the Custodian do for Me and My Wealth Management Firm?20210921154200
What does the Custodian do for Me and My Wealth Management Firm?
The difference between a custodian and an investment manager is confusing, but these two crucial entities work to grow and protect your wealth....
Financial Planning Designations: Who does what, and who do I need?20210720202155
Financial Planning Designations: Who does what, and who do I need?
As if the financial planning and wealth management industry wasn’t already full of jargon, the certifications and designations behind advisors’ names simply add more confusion to the industry. These days there are numerous designations that advisors can get, but they don’t all add up to the same use or value for the client. Here are a few of the most common designations you’ll find in financial ad...
Getting what you earned: Converting business values to personal net worth & income20210422174504
Getting what you earned: Converting business values to personal net worth & income
April 22, 2021business strategies, exit strategies, Family office, Finance, financial planning0 comments
With boomers leaving the workforce and retiring in droves, recent stats show that less than 50% of business owners have a clear plan for leaving their business with money in their pocket. Richard Kluska and the team at IP Private Wealth is working to get them back on track. For the past 20+ years, Kluksa […]...
Checklist: 10 things a Family Office should include20210106091400
Checklist: 10 things a Family Office should include
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...
Interview with a CIO: Discussing Alternative Investments20210105074000
Interview with a CIO: Discussing Alternative Investments
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to learn from an expert directly. Habib Saikali, CIO of IP Private Wealth, sat down with CEO Richard Kluska to answer our questions about alternative investments. If you’d like to hear the entire interview, head […]...
IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700
IP360° Podcast, Ep 3 – Prudent Investment 101
We’re joined today by CEO of IP Private Wealth, Richard Kluska, alongside CIO Habib Saikali. CIO Habib Saikali answers questions with CEO Richard Kluska about prudent investing 101....
Clip: How can business owners realize lifelong wealth?20201217092200
Clip: How can business owners realize lifelong wealth?
We interviewed Richard Kluska, CEO of IP Private Wealth, about business owners and achieving lifelong wealth. Listen to the full interview on the IP360° podcast on Podbean....
Interview: What is a family office? With Richard Kluska, CEO20201217075600
Interview: What is a family office? With Richard Kluska, CEO
The term ‘family office’ is becoming more familiar to the layman, and is even being used loosely by a variety of financial service providers. It’s generally understood that family offices are wealth management firms that cater to the affluent, managing their investments and revenue streams; but in this interview we hear what services an authentic […]...
IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?20201217062435
IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?
We’re joined today by CEO of IP Private Wealth, Richard Kluska. With his decades of experience, and as the founder of the IP 360° philosophy, Richard is the perfect person to walk us through today’s topic: What is a Family Office, and Why do I Need One?...