The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way

EXCELSIOR CAPITAL PRESENTS

The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades.

Go Beyond Marketing and Create a Better Customer Experience

Podcast: The Challenges Of Wealth Holders – Facing Judgment and Finding Their Way

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives.

Key Highlights

[00:01 – 12:38] What Wealth Counseling is

It’s the personal interface between the individual and their wealth
Why it’s important being able to take a chunk out of the person who can be around the issue of wealth
Why there will be a surrounding of advisors where there’s a transfer of wealth

[12:54 – 19:46] What are the Common Threads

Why inheritance, intergenerational wealth transfer and people selling business is a common thread
Amanda’s basic tenet: Meaning, Purpose, and Structure
Why we need to be multidimensional

[20:23 – 37:46] Working With Helping Someone

Why wealth doesn’t define you
Why it takes a lot of soul searching about what you want to do
Why always remaining in your integrity is essential

[37:47 – 39:05] Closing Segment

Additional Links:

Amanda’s LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk

Website: www.psychotherapycity.co.uk

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Navigating Interest Rate Uncertainty: Strategies for Institutional Real Estate Joint Ventures (JVs)

The Federal Reserve’s 2025 policy will balance economic growth and inflation control. Factors influencing policy include tariff-driven inflation…

Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?

As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.

Emerging Trends in Real Estate Investment for Institutional Portfolios

As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

From Challenge to Opportunity: 2025 Commercial Real Estate Outlook

As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…

Why Industrial Outdoor Storage (IOS) Is the Next Big Trend in Commercial Real Estate

The Industrial Outdoor Storage (IOS) asset class has rapidly emerged as a key player in 2024. With a market valuation of $200 billion…

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.

Understanding Common Real Estate Investment Structures

A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.