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Multi-Generation Education

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Multi-Generation Education

Wealth can serve as a resource for family unity and individual strength.  Confluence strives to empower individuals, strengthen the family as a whole, and effectively grow to make decisions together.  Families often wonder, how do we help the younger generation prepare for the transfer of wealth?  With coaching, educating, and mentoring at the heart of our firm, we help individuals develop the confidence and knowledge to step into new roles and responsibilities.  Customized programs can also be developed to target specific goals.

Education and Customer Service

Education:

  • We teach and guide - not sell

  • Empower you to make better decisions

  • Provide continuity for your family

  • Establish mentoring and resources for your next generation

Responsive Customer Service:

  • Regular updates

  • Online tracking of your accounts

  • Assistance with administrative tasks

  • Direct access to our investment and advisory teams

For wealthy families, the last and most significant part of educating children and grandchildren about financial matters may involve an inheritance. Because inheritances are often not just about money, the goal of financial education is not just to promote responsible financial behaviors. It may involve ensuring future generations understand the values that form the foundation of the family’s wealth.

 

The translation of these values across generations may help extend the family’s legacy, informing career choices or shaping philanthropic activities. In some cases, preserving values may be just as important as sustaining financial capital.

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FREE CONSULTATION

Our goal is to protect your financial future and give you confidence.

OUR SERVICES

The Confluence Difference

You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you?  Our firm is built on the principles of honesty, integrity, and objective decision-making.  From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.

As a fiduciary, we promise that you:

  • Are served with dedication, loyalty, and aspirations of building a true partnership.

  • Benefit from interests that are aligned.

  • Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.

  • Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.

  • Are not beholden to the desires of a large institution with its own sales agenda.

  • Receive expertise in complex financial analysis, valuation, and portfolio management.

  • Are Served by a firm that is proud of its investment performance track record.

  • Are advantaged by working directly with the owner of a firm.

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Why Choose Confluence

We Inspire Long-Term Financial Success

Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.

Brett Cicinelli brings over two decades of financial and analytical experience to work for clients.  He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).