Many wealth management firms use the term “family office services.” But very few truly provide the level and scope of services that families with significant wealth need.
In this episode, Kevin Kaylakie joins Connee Sullivan, SineCera Capital’s Head of Family Office Services, to discuss how SineCera Capital sets itself apart. Connee discusses the role she plays and outlines how they work to meet the needs of high net worth families with in-depth services.
Connee and Kevin discuss:
- 7:26 Why families with significant wealth need someone like SineCera Capital to help with their financial administration
- 10:37 The immense honor of crafting a family’s mission statement
- 13:26 What philanthropy entails
- And more
Connect With SineCera Capital:
- (512) 980-4600
- SineCera Capital
- LinkedIn: Kevin Kaylakie
- LinkedIn: Connee Sullivan
- LinkedIn: Adam Packer