Vincent BA, MBM is a family business advisor. He provides strategic guidance and advice in areas of generational succession, wealth preservation, family dynamics and relationships.As a result of having grown up in and worked in a family business himself, Mr. Valeri brings his own personal experiences, struggles, learnings and insights to the families he serves.
Following the sales of his family business, Vincent joined the wealth management industry where he witnessed a significant gap in how a family’s wealth was being managed in relation to the management of the familial relationships and dynamics.
This is what inspired Vincent to share his learnings with business families. Vincent is not only an advisor to business families as it relates to their relationships, he is a student of his own relationships and brings these learnings to those he serves.