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Financial, Human, and Social Wealth with Scott Rands

Financial, Human, and Social Wealth with Scott Rands

FromSafe Space with Francesco Lombardo


Financial, Human, and Social Wealth with Scott Rands

FromSafe Space with Francesco Lombardo

ratings:
Length:
31 minutes
Released:
Oct 1, 2020
Format:
Podcast episode

Description

Scott believes the future of wealth management includes the advisor’s ability to identify, appreciate and grow their client’s “Uncountable Wealth”. The Rands Advisory Team engages with professionals and business leaders responsible for decisions regarding significant amounts of capital in all its forms; financial, human and social. Although Total Wealth Planning, Portfolio Management and Tax- efficient strategy are the traditional drivers of their client relationships, their value intensifies for those curious about their human and social capital needs. By exploring opportunities for enhanced governance, improved family dynamics, harmonious business succession and a lasting philanthropic legacy Scott and his team, endeavour to give meaning to the term “wealth” beyond just a number on a page. Scott has a BA in Psychology from the University of Western Ontario. He holds the Chartered Investment Manager designation and has obtained both the Options and Portfolio Management licenses from the Canadian Securities Institute. Most recently, he has acquired the Family Enterprise Advisor designation from the Family Enterprise xChange (FEX, formerly the Institute of Family Enterprise Advisors). In his community, Scott serves on the Board of Directors for the Lambda Chi Alpha Educational Foundation and is on the planned giving committee of the Michael Garron Hospital Foundation.  He lives in Toronto with his wife, Allison, three sons and family pet Milo, the Ganaraskan.
Released:
Oct 1, 2020
Format:
Podcast episode

Titles in the series (99)

Safe Space is the Premiere Podcast for NXTGEN Family Business Leaders. Your host Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with  families, Lombardo has identified a universal connection between people’s relationship to money and the impact this has on their families, businesses and legacies. On this show he will dive in with some of the worlds most prestigious families to talk about that.