An Expert Resource |
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An Expert Resource |
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Under any system of society ... the family holds the future in its bosom. Charles McTwing |
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Don Wilkinson
• Thirty-three years experience in the Wealth Management Industry • Expertise in institutional money management • Financial author, (Current book endorsed by Forbes Magazine) • Advice columnist on top financial web sites, print media outlets and TV/radio financial talk shows • Popular speaker at wealth management conferences on a regional and nationally basis • Personally has conducted over 300 client/advisor meetings on wealth management principles • Raised and supervised over $800 million in institutional money management
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Background
Don F. Wilkinson is a 33-year veteran of the wealth management industry. After many years in the business, he has concluded that the future for his wealthy clients is through the Family Office. His research of this area tells him that to make things even more efficient for managers and owners of F/O's is to create a company to assist and help with continue growth of the segment while keeping the end client of the F/O satisfied with the services that the offices offer. His expertise comes from the asset management side of the financial industry where in the institutional money management area Don supervised over $800 millions in managed accounts. Don is bringing this knowledge to family offices on the selection process of what the end clients really want in the asset management area. His other contacts through outside firms is in employment placement and concierge service. . Don has the resources to provide easy access to outsourcing in the areas of asset management, hiring and placement and special concierge services. In addition to providing the three support service for family offices services for family office owner and managers. He works on a hourly or a retainer basis based on the scope of consulting services needed by the F/O. After meeting with key personnel he will personally evaluate and give specific recommendations with time lines and implementation suggestions customized to the office. His end goal is to help the office run more efficiently, more profitable while at the same time increasing market share.
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