Overview

I am an attorney and Certified Financial Planner with an accounting background. My firm primarily employs a "Family Office" business model advising exceptionally affluent, multi-generational family members and beneficiaries. We also advise closely held business owners and "C-Suite" (corporate) executives, among other business leaders.

At this point, I am looking to accumulate Assets Under Management (AUM) by acquiring other firms or merging with their principals. I hope this site will help me learn about potential sellers or merger candidates.

Market
Advisor/RIA
Last Activity
within 2 months

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