Jacobo Taurel

We are pleased to share the news of Activest named to Newsweeks Americas Top Financial Advisory Firms 2025. For us, this recognition reflects our commitment to providing personalized financial advisory services that aim to help families plan and build legacies.

Activest named to Newsweeks Americas Top Financial Advisory Firms 2025: what it means to us

In our view, this recognition reflects the hard work and dedication of our team. Every day, our advisors strive to improve our clients’ financial experience from a human perspective.

In addition, this recognition honors us and reinforces our responsibility to the families we serve. As a result, our aim is to remain a trusted partner at every stage of your financial journey.

Why client relationships come first

Our work begins with listening. Before we suggest any plan, we want to understand what matters most to each family. For example, one household may focus on education goals. Another may care most about passing on a business or supporting a cause. Therefore, we shape our advice around those priorities instead of a single template.

Of course, goals change over time. A new child, a career move or a retirement date can shift what a family needs from its plan. In practice, that means we revisit plans with clients as their lives evolve. Meanwhile, we try to explain our thinking in plain language, so each decision feels clear.

We also believe good advice depends on trust. Families share personal details with us, and we take that responsibility seriously. For this reason, our advisors aim to be open about how we work and what we recommend. Above all, we want every client to feel heard, informed and respected.

How to read a list like this

Rankings can be a useful starting point. However, no list can tell you whether a particular firm fits your own situation. Newsweek sets the criteria for its list, and those criteria may differ from the factors you care about most. In other words, a recognition like this is one data point, not a final answer.

Instead, we encourage families to ask direct questions of any advisor they consider. For instance, you might ask how the firm earns its fees. Next, you could ask how often the firm communicates and who will handle your account day to day. Finally, consider whether the advisor’s approach matches your goals and values.

These questions apply to us as well. We welcome them, and we are glad to walk you through our answers in detail.

What Activest named to Newsweek’s America’s Top Financial Advisory Firms 2025 means for clients

For current clients, we intend to keep the day-to-day experience you know. Your advisor remains your first point of contact. In addition, our team will continue to focus on the planning work you rely on.

Most importantly, we see the news of Activest named to Newsweeks Americas Top Financial Advisory Firms 2025 as a reason to hold ourselves to a higher standard. It is not a reason to slow down. As a result, we will keep looking for ways to make our service more personal and more useful to the families we serve.

If you have questions about your plan or about this recognition, we welcome the conversation. You can reach out to your advisor at any time.

Looking ahead together

Every family we work with has its own story, and we feel fortunate to play a part in so many of them. Fortunately, the core of our work stays simple: listen closely, plan carefully and communicate clearly.

Finally, thank you for being part of this journey and for standing with us.

Important information about this recognition

Newsweek publishes the America’s Top Financial Advisory Firms list and determines its methodology. This recognition does not guarantee future investment results. Moreover, it does not reflect the experience of any individual client. In other words, a ranking is not an endorsement of Activest by any client. Please contact us for details on the criteria and data period behind this recognition and on any fees related to it.

Activest is proud to see Jacob Taurel named a Citywire Americas Next Generation finalist. According to Citywire, the awards recognize leaders it views as shaping the future of the financial industry. Jacob, a CFP® professional, is among the 2025 finalists.

Jacob Taurel named a Citywire Americas Next Generation finalist: how selection works

At this stage of the program, Citywire selects winners through a combination of votes and interviews. In practice, voting for the 2025 awards ran until March 21. In addition, voting was open to clients, peers and industry professionals.

What this recognition means to our team

For our team, seeing Jacob Taurel named a Citywire Americas Next Generation finalist is a moment to pause and reflect. Recognition from an outside organization is encouraging. However, we measure our work first by how well we serve the people who rely on us. Therefore, we view this milestone as a reason to keep improving rather than a finish line.

Good planning work depends on steady, patient effort. Client conversations, careful analysis and follow-through rarely draw attention on their own. In other words, much of an advisor’s value happens quietly, over many years. Of course, we are glad to see that effort noticed.

Strong advice often grows out of teamwork. Colleagues share ideas, review each other’s thinking and challenge assumptions. As a result, a client can benefit from more than one perspective. For instance, a question about retirement income may also touch on taxes, insurance and estate plans. Therefore, collaboration helps an advisor see the full picture before making a recommendation.

What the CFP® designation involves

Jacob holds the CFP® certification, which CFP Board grants to professionals who meet its requirements. First, candidates complete coursework in financial planning topics. Next, they pass a comprehensive certification exam. In addition, they must gain relevant professional experience. Finally, they agree to uphold CFP Board’s ethics standards.

As a result, the designation signals a baseline of training and commitment. It does not, however, guarantee any particular outcome for a client.

How to read an industry award

Awards can offer a useful snapshot, but they tell only part of the story. For example, each program sets its own criteria. Those criteria may differ from what matters most to you. Instead of relying on any single honor, consider asking a few direct questions.

Above all, ask how the advisor is paid and what services the fee covers. It also helps to learn how often you can expect to meet. For instance, some families want quarterly reviews, while others prefer to connect as needs arise. Most importantly, find out how the advisor builds and updates a plan over time.

Next, pay attention to how the advisor listens. A good first meeting should feel like a conversation, not a sales pitch. In contrast, a rushed discussion may signal that your goals will take a back seat. Finally, trust your own sense of fit. The right advisor explains ideas in plain language and welcomes your questions.

Looking ahead

Meanwhile, our focus stays where it has always been: on thoughtful planning and clear communication. Fortunately, recognition like this reminds us that the next generation of advisors is eager to raise the standard for the profession. We are grateful Jacob is part of that group. We look forward to supporting his continued growth.

Thank you to everyone who has been part of this journey and for your continued support.

Important disclosure: Citywire, an independent third party, runs the Americas Next Generation Awards and determines finalists and winners. Finalist status reflects Citywire’s 2025 process and does not indicate future performance. Of course, finalist selection is not an endorsement of Activest’s advisory services, and it may not be representative of any individual client’s experience.

Activest sponsors a Miami padel tournament benefiting FUNDANA, and we are proud to take part. At Activest, we believe in the power of transforming lives. In particular, the event supports Las Villas de los Chiquiticos, a program of FUNDANA.

Why Activest sponsors a Miami padel tournament benefiting FUNDANA

FUNDANA is a foundation that protects children and families in vulnerable situations. It works to support their full development in safe, loving and respectful environments. In addition, registration is open to anyone who would like to play in support of that work.

Through our participation, we reaffirm our commitment to the human dimension of our work. Above all, we value service and the integrity that drives impact beyond the financial sphere. For this reason, we see our purpose as helping to empower families, build legacies and impact lives.

What FUNDANA means for children and families

For us, the work of FUNDANA speaks to something simple and important. Every child deserves a safe place to grow. However, many children and families face situations that make that goal hard to reach. FUNDANA works to protect them and to support their development with care and respect. As a result, its work touches not only individual children but also the families around them.

That focus on the whole family resonates with us. In practice, our own work centers on families too. We help them plan, protect what matters and look ahead to the next generation. Therefore, supporting a foundation that strengthens families feels like a natural extension of what we already do each day.

Where Las Villas de los Chiquiticos fits

Activest sponsors a Miami padel tournament benefiting FUNDANA, and the event directs its support to Las Villas de los Chiquiticos, a program of FUNDANA. In other words, the energy on the court connects to a specific program with a clear mission. Of course, we cannot describe every detail of the program here. Instead, we encourage players and supporters to learn more directly from FUNDANA about how the program serves children and families in need.

How a padel tournament brings people together

Padel is social by nature. Rallies stay lively, and conversations often continue long after the final point. For example, a single match can bring together friends, colleagues and people who have never met before. Meanwhile, those watching can cheer, connect and share in the spirit of the game.

This is exactly why a sporting event works so well for a charitable cause. First, it gives people a reason to show up and have fun. Next, it creates a shared experience around a purpose larger than the game. Finally, it turns friendly competition into meaningful support for children and families. Above all, it reminds everyone involved that generosity and enjoyment can go hand in hand.

Ways to take part in the tournament

Registration is open to anyone who would like to play. You do not need to be a professional to join. In fact, anyone who enjoys the game can contribute to the cause simply by stepping onto the court.

There are several simple ways to get involved:

• First, register to play and consider inviting a partner who shares your enthusiasm.
• Next, encourage friends, family and colleagues to take part with you.
• In addition, share news of the event with your own network so more people hear about FUNDANA.
• Finally, take a moment to learn about Las Villas de los Chiquiticos and the families it supports.

Our commitment beyond the financial sphere

When Activest sponsors a Miami padel tournament benefiting FUNDANA, the decision reflects who we are as a firm. Our work involves numbers, plans and strategies. Nevertheless, we know that real impact reaches far beyond portfolios and reports. Most importantly, it shows up in the lives of people and communities.

We see this sponsorship as one expression of our values of service and integrity. Similarly, we hope it inspires others to look for ways to give back in their own communities. Fortunately, events like this one make giving back easy, enjoyable and accessible.

We look forward to seeing players, families and supporters come together for a good cause. Consequently, we invite you to register, play and help us support FUNDANA and Las Villas de los Chiquiticos. Together, we can help empower families, build legacies and impact lives.

Today we share the news of Jacob Taurel recognized in Citywire Next Generation 2025. Our Managing Partner received the recognition in the Managing Director category. According to Citywire, the award highlights professionals under 35 who are shaping the future of global wealth management.

Jacob Taurel recognized in Citywire Next Generation 2025

In addition, Citywire Next Generation aims to highlight professionals it views as leading the future of finance and wealth management. We are proud to have leaders like Jacob. In our view, his vision and dedication help guide the firm’s growth.

What the award highlights

According to Citywire, the program focuses on professionals under 35. In other words, it looks at people early in their careers who, in Citywire’s view, are shaping how the industry develops. Citywire groups recipients into categories, and Jacob’s recognition falls in the Managing Director category. Meanwhile, this award sits alongside many other industry recognitions, each with its own purpose and method. Readers who want the full list of winners can visit Citywire’s own announcement, linked at the end of this article.

Why we are sharing this news

First, we believe clients and colleagues like to know what is happening inside the firm. Next, we want to recognize the work Jacob puts into his role as Managing Partner. Most importantly, we want to share the news of Jacob Taurel recognized in Citywire Next Generation 2025 with full context. That context includes the disclosures that apply to any industry award. We also think transparency matters whenever a firm talks about itself.

Of course, an award is only one data point. It says something about how a third party viewed a professional at a moment in time. However, it does not tell you whether a particular firm or advisor is right for your situation.

How to read industry recognitions

Industry awards can be useful, but they deserve a careful reading. For example, each publisher sets its own criteria. It also decides who can take part and how it chooses recipients. As a result, two awards with similar names may measure very different things.

Before relying on any recognition, consider asking a few questions. First, who granted the award, and is that organization independent? Next, did the recipient or the firm pay a fee to take part? In addition, what criteria did the publisher use? Finally, does the recognition relate to investment results, client outcomes, or something else entirely?

In practice, these questions apply to every award you see in financial services. They apply equally to the news of Jacob Taurel recognized in Citywire Next Generation 2025. For that reason, we include the disclosures below alongside our announcement.

What this means for clients

For clients, day-to-day service stays the same. Your advisory relationship, your agreements, and your points of contact do not change because of this recognition. Instead, we see it as a moment to thank the clients and colleagues who work with Jacob and the wider team every day. Meanwhile, the team will continue to focus on the work that matters most to the people we serve.

If you have questions about your account or about this announcement, we encourage you to reach out to your usual contact at Activest.

Important information about this recognition

Citywire, an independent third party, selected the recipients and announced them in 2025. [CONFIRM BEFORE PUBLISHING: Activest did / did not pay a fee or provide other compensation in connection with this award.] Of course, the recognition reflects Citywire’s own criteria and is not indicative of future performance or of any client’s experience. Therefore, readers should not treat it as an endorsement of Activest’s advisory services.

Finally, you can read more about Citywire Next Generation 2025 and the professionals shaping the future of wealth management.

Activest sponsors TEDxMiami Beyond Boundaries in Miami Beach, held on May 8th at the New World Center. In practice, our team is participating as an official sponsor and plans to attend in person.

This year’s theme, “Beyond Boundaries”, brings together leaders, visionaries and changemakers who challenge conventional thinking. For example, talks span innovation, technology, entrepreneurship, health, science and creative expression. In addition, TEDxMiami is part of the global TED movement, which promotes “ideas worth spreading.”

What the Beyond Boundaries theme means to us

A boundary can be a habit, an assumption or simply the way a field has always worked. The speakers this year come from very different backgrounds. However, each of them questions an accepted limit in their own area. As a result, the program feels less like a set of separate lectures and more like a single conversation about progress.

We find that framing useful. It also gives the audience a practical lens. Instead of asking whether an idea fits a familiar category, listeners can ask what would change if the idea worked. In other words, the theme invites curiosity before judgment.

Who is speaking

• Sheena Franklin, founder of K’ept Health, working in women’s health and AI ethics.
• Dr. Sunita Sah, organizational psychologist and Cornell professor who studies influence, compliance and defiance.
• Dr. Katie Hart, psychologist and researcher focused on ADHD and school readiness in young children.
• Beren Millidge, AI scientist and co-founder of Zyphra, exploring the future of machine learning.
• Dr. Diana Azzam, cancer researcher working on personalized treatments through precision medicine and AI.
• Kyle Vowinkel, former FBI hostage negotiator and leadership speaker, sharing lessons on communication under pressure.
• Kevens, conscious musician blending reggae, rock and rave to promote unity and transformation through sound.

How the lineup fits together

At first glance, a hostage negotiator and a cancer researcher may seem to have little in common. Several threads run through the program, though. First, technology appears in many talks, from AI ethics in women’s health to machine learning and precision medicine. Next, human behavior is a recurring subject, with talks on influence, compliance, defiance and communication under pressure. In addition, the program looks at the youngest members of our communities through research on ADHD and school readiness. Finally, music brings the day together with a message of unity.

Why Activest sponsors TEDxMiami Beyond Boundaries in Miami Beach

At Activest, we believe that ideas, and the people behind them, can help transform lives and communities. Therefore, we are proud to support this event. Above all, in our view its theme reflects our own mission of going beyond boundaries in everything we do.

Supporting local events is one way we stay connected to the city we serve. For instance, a gathering like this puts researchers, founders, artists and residents in the same room for a day. Of course, not every idea shared on stage will turn into a project. Still, the conversations that start in the audience often last far longer than the talks themselves.

For our team, the fact that Activest sponsors TEDxMiami Beyond Boundaries in Miami Beach is about more than a name on a program. Most importantly, it is a chance to listen, learn and meet people who are working on hard problems.

What to expect if you attend

TEDx talks are typically short and focused. Therefore, it helps to arrive with an open mind and a few questions ready for the breaks. In practice, the best moments often come from talking with people outside your usual field, since that is where the theme comes to life.

We also suggest taking notes on the ideas that surprise you most. Afterwards, sharing one of them with a colleague or friend is a simple way to keep the spirit of “ideas worth spreading” going.

Finally, if you are attending, we would love to welcome you at our space during the event.

Speaker details reflect organizer bios, and this sponsorship does not imply endorsement of Activest by TED, TEDxMiami or any speaker.

Here is what our team took away from TEDxMiami, where Activest participated as a sponsor. In our view, it was a rewarding experience.

What our team took away from TEDxMiami

First, we connected with leaders from diverse industries and exchanged ideas. In addition, those talks reinforced our commitment to personalized wealth management. Every conversation reminded us why we do this work. Above all, our aim is to help families pursue their goals.

Why we chose to take part

Sponsoring an event like TEDxMiami gave us a chance to step outside our daily routine. Most of our work happens in one-on-one meetings with families. In contrast, an event of this kind brings many perspectives into a single room. We wanted to listen as much as we wanted to share. As a result, our team arrived with open minds and plenty of questions.

Of course, sponsorship also let us meet members of our community in person. Many people know a firm only through its website or a phone call. Meeting face to face, however, builds a different kind of trust. For us, that trust sits at the center of every client relationship.

Lessons from conversations with other leaders

Leaders from different industries approach problems in different ways. For example, some focus on long-term vision, while others emphasize daily discipline. Hearing both views helped us reflect on our own process. In practice, good wealth management needs a clear long-range plan and steady attention to the details.

Another theme stood out to us. People want advice that fits their lives, not a generic template. Therefore, the event strengthened our belief in a personalized approach. Each family has its own priorities, timeline, and concerns. Our role is to understand those factors first and then help build a plan around them.

Meanwhile, several conversations touched on the value of curiosity. Asking good questions often matters more than having quick answers. In other words, listening carefully is a skill our team wants to keep sharpening. We believe it leads to better decisions for the families we serve.

How these ideas shape our work

So how does this translate into our day-to-day work? Put simply, what our team took away from TEDxMiami is a renewed focus on the people behind every plan. Numbers matter, of course. Still, the goals and values of each family give those numbers meaning.

Next, we plan to bring the energy of the event back into our meetings. For instance, we want to spend more time learning what success looks like for each client. We also want to keep exchanging ideas with leaders outside our industry. Fresh perspectives can reveal new ways to solve familiar problems.

Most importantly, the experience reminded us that wealth management is a human business. Families trust us with decisions that affect their futures. Consequently, we owe them patience, clarity, and genuine care. Events like TEDxMiami help us stay grounded in that responsibility.

Looking ahead

Fortunately, the connections we made do not have to end when the event does. We hope to continue these conversations in the months ahead. In addition, we welcome anyone who met us there to reach out with questions.

Finally, thank you to everyone who stopped by our booth, shared a story, or asked about Activest. We look forward to building meaningful, long-lasting relationships.

Family governance can help turn inherited wealth into a lasting legacy. Here we explain what family governance is and why it protects wealth. Beyond money, it covers how a family makes decisions, resolves conflicts, and passes on a shared vision.

Many families focus first on investments, taxes, and legal documents. However, the harder questions often involve people. Who decides when relatives disagree? How does the next generation learn the role it may one day hold? In practice, governance gives families a shared framework for answering these questions before pressure arrives.

What family governance is and why it protects wealth

Two pillars carry that work. Each one addresses a different kind of risk to family wealth.

Structure and management

First, this pillar sets up boards, shareholder agreements, succession processes, and strategies that support professional management of the business.

These tools give the family clear roles. For example, a board can separate ownership questions from daily operating decisions. In addition, a shareholder agreement can set out how relatives buy, sell, or transfer shares. A succession process, meanwhile, helps the family plan leadership changes in advance rather than in a crisis.

The goal is not to add bureaucracy. Instead, the structure exists to make decisions predictable and fair. As a result, family members and managers can understand how the family makes choices and who holds responsibility.

Unity and values

Next, it encourages communication, rules of coexistence, and harmony across generations to help preserve family cohesion.

This pillar deals with relationships. Many families hold regular meetings where members share news, discuss concerns, and review common goals. Some families also write a family charter or statement of values. In other words, they put into words what the family stands for and how members agree to treat one another.

Education plays a role here too. For instance, younger members may learn how the business works, how to read financial reports, or what serving on a board involves. Therefore, when their turn comes, they can step in with more confidence and less friction.

Why both are needed

The two pillars complement each other, and failure in one can put the other at risk. For example, a well structured business may struggle if the family is in conflict. In contrast, a united family may see its legacy diluted if leaders lack professionalism.

Put simply, structure without unity can feel rigid, and unity without structure can feel informal. Families that understand what family governance is and why it protects wealth tend to invest in both sides at once.

Where governance fits in a family’s plan

Governance usually works alongside estate planning, investment management, and tax advice rather than replacing them. Those services address the assets. By comparison, governance addresses the people who own and inherit those assets. Above all, it helps the family agree on a process before a disagreement tests it.

A family does not need every tool on day one. To begin, many families start with regular meetings and a simple written set of principles. Later, they may add a board or formal agreements as the business and the family grow. Some families also bring in an outside adviser to guide early conversations. Finally, they review the framework over time so it keeps pace with new generations.

In our opinion, governance is not a luxury. Instead, it can help protect wealth, ease leadership transitions, and professionalize decision making.

Of course, it has limits. Governance takes time, cost, and ongoing commitment, and it does not guarantee any outcome. For this reason, families should weigh these limits honestly before they adopt a formal framework. In addition, starting small can keep early costs and time demands manageable. However, when structure and unity work in sync, families may preserve wealth and move through transitions more smoothly.

Governing the business without forgetting the family, and the family without forgetting the business, can help sustain wealth over time. In our view, these are the two pillars that keep a family business standing.

In practice, every family seeking a lasting legacy has to advance both together.

• Business pillar: boards, shareholder agreements, succession, and strategy.
• Family pillar: shared values, communication, rules of coexistence, and generational development.

How the two pillars that keep a family business standing work together

Neither pillar stands on its own for long. For example, a solid company can collapse amid family conflict. In contrast, a united family can lose its legacy if the business lacks structure.

The challenge lies in building bridges between these two dimensions through governance that supports both. When the pillars align, the business may perform better and the legacy may endure longer. However, governance alone cannot guarantee family harmony or financial results.

What the business pillar covers

The business pillar gives the company its structure. First, a board can bring an independent perspective to major decisions. Next, a shareholder agreement can set clear rules for how family members buy, sell, or inherit shares. In addition, a succession plan helps the family prepare the next leaders well before a transition becomes urgent.

Strategy completes this pillar. Above all, the family needs a shared view of where the company is heading and how it will measure progress. As a result, owners and managers can discuss results with the same reference points. Regular reporting also keeps shareholders who do not work in the company informed. Without these tools, decisions may depend on personalities rather than agreed processes.

Where the family pillar fits

The family pillar focuses on the people behind the company. Shared values give relatives a common reason to stay invested in the legacy. Meanwhile, open communication helps them raise concerns before tensions grow. For instance, a regular family meeting can create a safe space to discuss expectations, roles, and plans.

Rules of coexistence matter just as much. In other words, the family agrees in advance on how members join the business, how they earn positions, and how they resolve disagreements. Generational development then prepares younger members to act as responsible owners, whether or not they work in the company. Of course, each family will shape these rules to fit its own history and culture.

Balancing both pillars over time

Many families focus on one pillar and postpone the other. Therefore, they may build strong corporate structures while family relationships quietly weaken. Others invest heavily in family harmony but leave the company without clear decision rules. In our view, the two pillars that keep a family business standing need attention at the same time, even if each moves at a different pace.

Warning signs can help families see where to focus. For example, repeated disputes over dividends or roles may point to gaps in the business pillar. In contrast, relatives who avoid family meetings or feel excluded from decisions may signal a weaker family pillar. Most importantly, spotting these signs early gives the family more room to respond calmly.

In practice, balance often starts with small steps. First, the family can map which governance tools already exist and which are missing. Next, it can agree on priorities for the coming years. Finally, it can review the framework regularly, because families and businesses change as new generations arrive.

Fortunately, a family does not need to build everything at once. Instead, it can add structure gradually and adjust as it learns.

At Activest, we help families build governance frameworks that bring structure to both strategy and relationships.

Many believe family leadership passes naturally between generations. In our experience, however, family transitions do not happen on their own. Without structure, a handover can bring tension and sometimes conflict. In other words, succession is a process, not a one time event.

Family transitions do not happen on their own: what preparation involves

• First, educate early, before any handover.
• Next, create spaces for dialogue across generations.
• In addition, define roles clearly.
• Finally, document agreements so they outlast memory and mood.

Why early education matters

Education gives the next generation context long before it gives them authority. For example, younger family members can learn how the family business or investments work. They can also learn what obligations come with ownership. As a result, they arrive at the handover with understanding rather than assumptions. In practice, this learning can take many forms, such as mentoring, formal courses, or time spent working inside the business. Above all, early education can help successors decide whether they truly want a role, rather than feeling obliged to take one.

How dialogue builds trust

Different generations often see risk, money and responsibility in different ways. Therefore, regular conversations matter. A family meeting gives each person a place to raise concerns before they grow into disputes. Meanwhile, listening across generations can reveal expectations that nobody had said out loud. It also helps younger members feel heard, which can build commitment to shared goals. Most importantly, dialogue works best as a habit, not a crisis response.

Clear roles reduce friction

Unclear responsibilities are a common source of tension. For instance, two siblings may each assume they will lead, or a founder may keep deciding after formally stepping back. Defining who decides what, and when, helps prevent these overlaps. In addition, families can separate roles in ownership, management and governance. One person does not need to hold all three. Meanwhile, family members who do not work in the business can still have a meaningful voice as owners.

Written agreements protect relationships

Memory fades, and moods change. Written agreements give everyone a shared reference point. For example, a family charter or protocol can set out values, decision rules and ways to resolve disagreements. In other words, a clear document can turn a private understanding into a commitment that everyone can see. Of course, the family should review these documents over time, because circumstances and people evolve. Families usually work with their legal and tax advisers when they formalise such agreements.

Continuity rarely happens by chance. Instead, families usually design it on purpose.

Planning can turn risk into renewal

When a family prepares in advance, succession can become an opportunity for renewal. Of course, planning cannot remove every disagreement, and results vary by family.

Because family transitions do not happen on their own, timing matters. Starting early gives the family room to test ideas, adjust roles and correct course without pressure. In contrast, a transition forced by illness or sudden events leaves little space for reflection. Fortunately, even families that start late can still take useful steps.

Planning also protects more than assets. It protects relationships, which are often harder to rebuild than any balance sheet. Therefore, many families treat succession as a family project rather than a purely financial one.

Where to begin

Recognising that family transitions do not happen on their own is often the first step. Next, a family can take stock of where it stands today. Who holds decision rights now? Which conversations has the family avoided? What documents already exist, and are they current? Answering these questions honestly can show where to focus first. Finally, many families find it helpful to involve a neutral facilitator who can guide discussions and keep them balanced.

In our view, families do not only inherit a legacy. They also build it. At Activest, we help families structure succession processes that aim to support harmony and continuity. This article is educational, not individual advice.

News: Jacob Taurel named a Citywire International Wealth Management finalist. According to Citywire, the awards recognize next generation leadership in finance. This update explains what the recognition means and how supporters can take part.

Jacob Taurel named a Citywire International Wealth Management finalist

Citywire describes the honor as highlighting emerging voices in the industry. Voting is now open. In addition, supporters may cast a vote and share the link with peers.

What the recognition highlights

Industry awards give readers a simple way to see who publications and peers are watching. In this case, Citywire frames its shortlist around emerging voices and next generation leadership. In other words, the focus falls on people who are helping to shape how the profession develops. A finalist spot reflects the organizer’s view at a single point in time. Therefore, readers can best understand it as a professional acknowledgment rather than a verdict on results.

Recognition of this kind often matters most to colleagues and mentors. For instance, it can mark years of steady work that rarely makes headlines. It can also encourage others who are earlier in their careers to stay engaged with the industry.

How supporters can cast a vote

Taking part in the vote takes only a few minutes. The steps below keep the process clear and simple.

• First, open the voting link that accompanies this announcement.
• Next, follow the instructions that Citywire provides on its page.
• In addition, check any deadline or eligibility note that Citywire lists.
• Finally, confirm that your vote went through before you close the page.

Of course, Citywire runs the vote and decides how it works. As a result, anyone with a question about the process should look to Citywire for the answer. Supporters do not need any special knowledge of finance to take part.

Sharing the news with peers

To help spread the word, supporters can share the headline “Jacob Taurel named a Citywire International Wealth Management finalist” along with the voting link.

Peers often learn about a vote through colleagues rather than through a headline. For example, a short note to a professional group can reach people who care about the industry. Meanwhile, a post on a professional network can invite wider support. Keep each message brief and factual. Above all, avoid framing the vote as a promise of anything beyond recognition.

A personal note can also help. Many readers respond well to a sentence or two about why the milestone matters to you. However, the voting link itself should stay front and center so that people can act quickly.

Reading the award in context

Citywire sets the criteria and timing. However, this recognition does not indicate future performance or any client’s experience.

Awards and shortlists reflect the judgment of the organizer. Consequently, readers should not treat them as a measure of investment returns. They also say nothing about how any single client has fared. Instead, think of the finalist spot as a sign of professional visibility within the industry. Anyone making financial decisions should rely on their own research and on qualified advice suited to their situation.

Why milestones like this matter

Recognition from an industry publication can remind people that careful, long term work gets noticed. Fortunately, supporting a peer is quick and costs nothing. Most importantly, each vote and each share helps a wider group of people hear about the shortlist. In practice, broad participation helps any public vote reflect the views of a larger community.

Common questions from supporters

Who sets the rules? Citywire sets the criteria and timing for the awards. Supporters should follow its instructions when they vote.

Does a finalist spot reflect performance? No. The recognition does not indicate future performance or any client’s experience.

How can I help today? Cast a vote while voting is open. Next, share the link with peers who may want to take part.

Finally, thank you for supporting this milestone.