Overview

We are looking for like minded and culturally similar partners to acquire or partner with, who are looking for a succession plan. We are a boutique wealth management firm, with a full suite of wealth management services, including multi-family office capabilities, internal and external investment management, and corporate and admin trustee capabilities. We are looking for firms who target the ultra high net worth client space and believe in high touch, bespoke services to clients in this segment.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,014 days old

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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