Our thought leadership
From analysis and planning to development and execution, discover a trove of financial knowledge exclusively from Laidlaw.
International Business
Donde Esta La Biblioteca? Where Did All the International Friendly Firms Go…Into the Archives?
- Over the last decade, large global banks have largely ignored international wealth management
- Multiple factors have contributed to the decline in international business, including the 2010 Dodd-Frank law, which severely restricted the bank’s ability to take on risk and created harsh penalties for not implementing money laundering policies
- Laidlaw is NOT a bank, and is in a great position to service clients in most countries and in multiple different currencies
Inheritance
The Shoemaker’s Children Have No Shoes AND No Inheritance
- It is estimated that over 60% of advisors don’t have a succession plan or catastrophic plan for their own business.
- The SEC is proposing a rule that requires a written Business Continuity and Succession Plan for all RIAs. It is very comprehensive and if you have the fortitude to read all 96 pages here
- Wealth advisors need a firm that not only partners with them, but with their family and/or estate as well. Something Laidlaw Wealth Management has always believed in.
Equity
Equity…. the pros and cons. What’s really under the hood?
- The old Wall Street Partnerships with a great culture and shared equity ownership where all incentives were aligned are coming back
- The best way to attract like minded advisors is to share in the ownership and be true partners through equity
- The fairest and partner-like equity is the one that gives you a significant stake in the firm for taking the risk to join them at the founding price with the same class of stock for everyone
Ready to talk?
Discover how our approach to wealth management will help you achieve your financial goals