We have a small team that manages just under $1 billion in AUM for high net worth individuals and families. We pride ourselves in offering high touch service and operating like an outsourced family office for many of our clients who are spread across the United States.
We are looking to acquire and transition books of business in the $50 million to $500 million range. We recently absorbed a book with great success and transitioned a great advisor into retirement. We are different than most advisors in that we have a small client base and are willing to pay a meaningful premium over what advisors could generally sell their book for. We are open to whatever terms and timeframes are most helpful for the advisor in transition.
We have concentrations of clients in the Northeast, in the West (Colorado, Arizona, Utah, California, Idaho, Nevada) as well as Florida and Texas and are particularly interested in growing our business in those regions.
Please reach out if you'd like to discuss our team as a potential succession option for you.