EXCELSIOR CAPITAL PRESENTS

The Changing Landscape of Global Wealth

Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: The Changing Landscape of Global Wealth

Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.

Key Highlights

[00:01 – 19:06] How Multi-Family Office Platforms Grow Rapidly

  • Jamie discusses about the overall market 
  • There is a category of multifamily offices called “commercial multi-family office,” which refers to firms that have never had a first family but serve higher, larger families
  • These firms have grown tremendously in the past few years, and many are now seeking larger, more complex clients

    [19:07 – 23:59] What to ask when interviewing a multifamily office

    • Private equity firms typically rotate capital within a business unit for five to eight years, and there is a misalignment of interest between the capital sponsor and employees or clients
    • The traditional 10-year term is problematic, and how younger principles are considering their own transition to commercial multi-family officesInterest rates on debt financing are more expensive, and this may take a tail off the aggressive nature of multiples

     [24:00 – 43:19] Characteristics of Great RIAs

    • The four types of investment firms are: commercial banks, trust companies, RIAs, and brokerage firms
    • The culture of a RIA is often that of a “militant fiduciary”
    • Why sales is seen as a bad word in the RIA culture, and acquiring new clients is often a condition of staying in business

    [43:20 – 47:20] Closing Segment

     

    Additional Links:

    LinkedIn: https://www.linkedin.com/in/jameshmclaughlin 

    Website: www.jhmclaughlin.com 

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

    Previous Articles

    the-ultimate-guide-to-commercial-real-estate-investing

    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.

    Tax Planning For Real Estate Investors

    Tax Planning Tips for Real Estate Investors

    Investing in commercial real estate offers numerous advantages, with a significant one being the potential for substantial tax benefits.

    What Is Distressed Real Estate

    What Is Distressed Real Estate?

    The current real estate market has opened up a unique window of opportunity for investors looking to capitalize on distressed real estate.

    Adapting To A New Commercial Real Estate Landscape

    Adapting To A New Commercial Real Estate Landscape

    Insight for Investors Navigating Today’s Market. In this brief, we’ve identified the biggest challenges faced in commercial real estate this year.

    Real Estate Accounting Fundamentals

    Real Estate Accounting Fundamentals

    Real estate accounting plays a crucial role in the financial management of investment properties, and it’s important to be aware of…

    Navigating Investments In An Election Year, Strategies for Consideration

    Navigating Investments In An Election Year, Strategies for Consideration

    Investing during an election year can feel like a daunting prospect, given the uncertainties and apprehensions that often accompany political transitions.

    embracing-distressed-opportunities-in-today's-commercial-real-estate-environment

    Embracing Distressed Opportunities in Today’s Commercial Real Estate Environment

    A myriad of formidable obstacles has opened up innovative pathways to success.

    The Benefits of Infrared Saunas, Red Light Therapy & Cold Plunges

    Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville’s first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration…

    Why It Feels Impossible to Keep Up in Today’s Society

    In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today.

    Excelsior Capital

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

    Interested in learning more about Excelsior's investment opportunities?

    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.

    Share This