Dear Clients and Friends,
Most recently, we were honored to receive the ‘Family Office of the Year’ award in Wealth Solutions Report’s year-end Wealth Exemplar Awards, which was awarded to the top three financial advisory firms with a significant focus on ultra-high net worth client families that also engage in sophisticated, tailored services such as concierge services, tax and estate planning, and art investment advice.
Just before Thanksgiving, President Charlie Lutz had a great time at the University of the Incarnate Word’s 2022 Light the Way Holiday Festival, where he was honored to flip the switch illuminating the campus with over a million twinkling lights. Charlie is the former Chairman of the Board of Trustees at UIW.
In addition, we are proud to announce that Financial Advisor SaVion Harris was named to the University of Texas at San Antonio’s Alumni Association Board of Directors – the youngest member to ever be on the board.
We were also proud to recently release our ‘Sudden Wealth Guide’, an educational resource providing tips for prudent management of an inheritance or similar financial windfall. If this applies to you in any way, please click here to download the guide and learn what to do or not to do after experiencing a sudden money event.
Finally, we were very happy to hold a holiday office party right before our holiday break with the Intercontinental team plus family in attendance. We are blessed to have a wonderful team of professionals that takes great care of our clients and makes coming into the office every day a joy. Please watch our holiday video below to see some fun and festive photos from our holiday party, as well as holiday greetings from Intercontinental team members!
From the leadership team at Intercontinental, we want to say thank you for your continued support, friendship, and loyalty to our firm and to each of us as individuals. The wellbeing of you and your family is always at the top of our minds and we will continually strive to help you reach your financial and life goals. If you ever need anything at all, please do not hesitate to reach out.
Wishing you all the warmth, love, and joy this holiday season, as well as a Happy New Year! Here’s to 2023.
With profound gratitude,
The Intercontinental Team