Episode 039: The wealth management industry is moving beyond asset allocation and investment management. Clients require a broader suite of services, encompassing areas like tax planning, estate planning, and retirement accounts. Adero Partners recognizes these trends and is expanding its service scope to cater to its clients' evolving needs, signifying the firm's focus on providing a more comprehensive wealth management experience, and acting as the central advisor or family CFO for their clients.

In this episode of The Connected Advisor, Kyle Van Pelt talks with Aaron White, Chief Growth Officer at Adero Partners. Aaron brings years of experience to the conversation in pre-liquidity planning, wealth transfer, private investments, and tax strategy. Before joining Adero, he worked as a business valuation and litigation consultant for a regional accounting firm. In his current role, Aaron focuses on providing comprehensive wealth management services to clients, with expertise in tax planning, estate planning, and alternative investments.

Aaron talks with Kyle about the evolving landscape of the financial advice industry and how Adero is adapting to meet clients' changing needs. He shares how Adero provides comprehensive planning services, including tax planning, estate planning, and 401(k) assistance. Aaron also discusses the firm's use of technology, such as AI and LLMs, to enhance client experiences and improve efficiency. 

Join us as we discuss:

Key Takeaways

Quotes

"The qualified small business stock exclusion is one of the most significant potential tax savings opportunities. The maximum exclusion is $10 million for capital gains. If you're in a state that conforms to federal QSBS, you can save another 10% plus for some high-tax states. That's a pretty significant savings." ~ Aaron White 

"Our role with our clients is to be the family CFO or the central advisor that they look to to coordinate and execute on all their tax planning and financial strategy." - Aaron White

"Oftentimes, we find that an estate plan was done and signed, but they didn't actually follow through on it. And so that's something that we can help with and make sure that you actually benefit from all the money you spent and the documents you created." ~ Aaron White

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