Overview

My client is a large diversified Family Office with interests across multiple industries – Asset Management, Sports & Entertainment, Oil & Gas – looking to build a platform of boutique independent advisors. Ideal practices will be those that focus on adding value through comprehensive planning vs. chasing investment returns.

Client is willing to offer you an above-market price with flexibility around structuring a deal. Will allow you to retain your existing brand and team while contributing resources to increase the growth of your practice either organically or through acquisition.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...