
Going the Extra Mile for Wealthy Clients
Barron's Advisor
00:00
What's the Best Example of a Family Office Service?
High profile clients want more than just stocks and bonds, right? They want a that at what i call that family office a service value. Sui tell you the best story. We helped him purchase a race horse. First time buying race horses. Horse happens to qualify for the kentucky derby. So it's a bitter sweet end, but it was quite an experience.
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