This chapter explores the evolution of a wealth management firm that incorporates legal services, highlighting strategic acquisitions and the integration of financial and legal advice for high-net-worth clients. The conversation underscores the importance of specialization and the preference of clients for comprehensive solutions rather than multiple advisors.
On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24.
This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/
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