What does the team do?
We keep current on industry trends (related to collections – art, antiques, coins, concierge services, private banking/mortgage services, planes/travel/experiences) and best practices to be a reference for teams internally.
We maintain a database of contacts for niche providers that are outside of typical client-team structure.
We meet with relevant COIs (center of influence) in various lifestyle industries – to build our network and continue to find opportunities for our clients.
We coordinate internal trainings – led by the Lifestyle KM Team or external COIs.
Why does it matter to clients?
Clients benefit from the shared knowledge of the entire firm, access to vetted contacts that BP recommends, and enables seamless integration of less traditional wealth planning topics with their core estate/tax strategies.
What are key accomplishments over the past year? published internal quarterly publication highlighting ds, new and interesting COI connections and rtunities, and deep dives on specific lifestyle topics
Lifestyle
Knowledge Management Team Members
Keenan Henriques Wealth Planner
John Brody Wealth Planner
Skye Henderson Wealth Planning Associate
Beth Chrysanthis Wealth Planning Associate