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SAN ANTONIO, Nov. 30, 2021 (GLOBE NEWSWIRE) – Intercontinental Wealth Advisors, a locally owned and operated company known for crafting tailored financial strategies that meet their clients’ unique wealth preservation needs and multinational interests, recently announced that they have entered into a partnership and sponsorship with Rashad Wisdom, Safety star for the University of Texas at San Antonio football team. Wisdom will represent Intercontinental as a brand advocate.
“We are very happy that Rashad Wisdom represents us – and happy to support Rashad, the UTSA football program and the community of San Antonio.”
John Kauth, CEO
Intercontinental Heritage Advisors
SaVion Harris, who joined Intercontinental as a financial advisor last spring after graduating from UTSA and obtaining his Texas Life Insurance license and his Uniform Investment Adviser Law Series 65 license, also played Safety for the Roadrunners and led the charge of the partnership with Wisdom.
“We are very happy that Rashad represents us – and happy to support Rashad, the UTSA football program and the San Antonio community,” said John Kauth, CEO of Intercontinental Wealth Advisors. “SaVion and Rashad were not only teammates, but also roommates, and have a strong bond. We are delighted to have these two young men standing up affiliated with Intercontinental. SaVion has been a great addition to the business since becoming a member. ‘he joined us earlier this year, and we are delighted to see his continued growth within our team at Intercontinental. “
The Roadrunners football schedule had a historic 2021 season, ending the regular season with an 11-1 record and a 1st place at the USA Conference. They’ve been ranked among the country’s top 25 teams for most of the season, and in the most recent standings they came in at 27.e. The Roadrunners will play against the Western Kentucky Hilltoppers in the Conference USA Championship game this Friday, December 3.e at 6 p.m. HC. Wisdom started every game for the Roadrunners in his junior season and played a big part in that success. At the end of his second season, Wisdom was named the All-Conference USA First Team winner. Before going to UTSA and joining the Roadrunners football team, Wisdom attended Judson High School in Converse, Texas, a football powerhouse where he also played a starring role.
CHARITY AND VOLUNTEER CONTRIBUTION COMMITTEE TO THE RESCUE OF GOD’S DOGS
In addition, Intercontinental Wealth Advisors recently formed a new Charitable Contribution Committee (CCC) to give back to the San Antonio community, formalize the charitable work that team members participate in, and come together as a team to donate time and resources. resources. Intercontinental celebrates its 40th anniversarye anniversary in 2021 and it seemed like a fitting cornerstone at the end of the anniversary year.
“At Intercontinental, there are many charitable causes that have always been dear to us and we have always encouraged our team members to volunteer and get involved in causes that are close to their hearts,” said Howard Lutz, vice president principal of Intercontinental. “However, we never really had a formal way to do this, nor did we have group activities planned for us to all get involved together – hence the creation of our new contribution committee. charity. “
For their first event, which took place on Saturday, November 13, 2021, the CCC decided to volunteer at a local dog rescue center called God’s Dog Rescue in South Texas. Intercontinental team members wintered dog kennels with tarps and insulation, updated puppy houses by tearing up old grass, digging up dirt and replacing the underlay with gravel , then laying new sod, cleaning vans and dog adoption kennels, picking up dog litter on the compound, walking the dogs while their living areas were mopped, and cleaning and prepping the puppies for an upcoming adoption event. In addition, Intercontinental gave God’s Dog Rescue a donation of $ 5,000 to continue to help with facilities, food, labor and other maintenance costs.
“It was a very rewarding day to say the least,” said Lutz. “We are already looking forward to volunteering at God’s Dog Rescue again and participating in other charitable causes in the future.”
NEW SPECIAL REPORT ON NAVIGATING THROUGH THE COMPLEXITIES OF CONVERSATIONS ON FAMILY WEALTH
Intercontinental recently released its second special report on “Navigating the Complexities of Family Wealth Conversations,” written by Howard Lutz and his father, Charlie Lutz, president of Intercontinental.
Like a successful business owner who can’t find the time to craft a succession plan, too often wealthy families simply don’t go beyond having the best of intentions. More often than not, the plan is to pass the wealth on to future generations, but the vast majority of people don’t take the time to formalize the process. Studies have shown that about two-thirds of Americans who have at least $ 3 million in assets to invest haven’t told their children about their wealth and never will. The results of not having these conversations are astounding, with up to 90% of family wealth lost by the third generation.
“After years of helping families navigate this journey, our team at Intercontinental have found that one of the most common causes of hesitation is that families just don’t know where to start,” said Lutz. “They are really good at building wealth, but the idea of having strong, emotional conversations with family members about money is intimidating. While conversations about family wealth are complex, they are incredibly important and can become manageable with our approach. “
Interested parties can find out more about the benefits of having these conversations and how to navigate them by downloading the special report here.
ABOUT INTERCONTINENTAL HERITAGE ADVISORS
San Antonio-based Intercontinental celebrates its 40e anniversary in 2021. The success of the wealth management company is based on its independence, global outlook and innovative thinking. They continue to build deep, long-term relationships with their clients, serving as trustees to ensure their clients’ needs always come first, to develop tailored financial strategies and meet the unique needs of their clients in terms of heritage preservation.
Co-founders and partners, Isidoro Korngold and John Kauth, formed their first company together in 1981, Intercontinental Financial Services Corporation, which has helped offshore clients invest in US certificates of deposit. From there, a broker was formed in 1991, Intercontinental Asset Management Group and Intercontinental Consulting Group, Ltd. was established in 1994 to provide advisory services primarily focused on estate planning. Intercontinental Wealth Advisors, LLC was formed in 1997 to provide investment advisory services to a global clientele, and Intercontinental Agency, LLC was formed in 2007 to provide insurance solutions.
For more information, visit www.IntercontinentalWealthAdvisors.com.
Media contact:
Jonny swift
Impact Communications, Inc.
913-649-5009
[email protected]
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Independent Wealth Management Company Also Establishes Charitable Contribution Committee to Give Back to San Antonio Community and Releases Special Report on Multigenerational Wealth Management
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