Connee Sullivan | Uncorrelated Minds

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.

In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.

Kevin and Connee discuss:

”00:49” Using asset allocation to hedge against the risk of inflation
”03:08” How donor-advised funds lead to tax-efficient philanthropy
”08:14” The importance of “ document e-Vaulting” in family affairs
”14:44” Key cybersecurity measures to ensure protection of financial records
And more

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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

Uncorrelated Minds

Tag Archives: Connee Sullivan

Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25)

How Family Office Services at SineCera Capital is Different (Ep. 5)