Overview

My firm is looking to acquire a retiring practitioner's book of business. Ideal practitioners would have strong personal relationships with a handful of ultra-high net worth clients. We would transition those relationships and provide high level independent wealth management counseling. This covers all aspects of financial planning, income and estate tax planning, investments, insurance, business succession and more. Our RIA firm currently outsources all traditional investment management using third party platforms. We have three in-house private partnerships investing in private lending, real estate and income-producing internet businesses.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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