Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office With Ali Swart
Financial Advisor Success
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What Is the Bread and Butter of Who You Serve?
I think one of the challenges in our industry is wealth management firms are called the same thing, but in reality, there could be a multitude of things that actually operate under the term wealth management. And so really who we work with -- typically multi generational family business owner wealth that either currently still have an operating business or they have had a liquidity event. Nearly all of our clients are well above the federal exemption. We look at those clients from the tax lens and from the estate planning lens.
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