Elizabeth Ostrander

Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

Elizabeth Ostrander:  We recently spoke with an advisor who was the last to know that his client’s $50 million business was being sold.

Intelligent Edge Advisors

<p>The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them.</p> 

<p>Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.</p>

Women of Wealth Management

The majority of the baby boomers’ wealth is held in the form of privately owned companies and monetizing them is an opportunity

Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

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Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

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