Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Capital Allocators – Inside the Institutional Investment Industry
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From Humble Beginnings to Wealth Management Success
This chapter discusses the evolution of a financial advisory firm, originating from a small group of founders during the dot-com boom to managing $32 billion for around 180 families. Key themes include their commitment to sophisticated portfolio management, the importance of trust in client relationships, and the transition towards a long-term, collaborative business model. The chapter also addresses the challenges of adapting to market changes and technology while emphasizing the value of strong leadership, transparent communication, and a boutique service approach.
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