Lisa Westermark

Scott Chagrin, co-founder of Beverly Hills Private Wealth, shares insights from his journey of transitioning from Merrill to independence. Ira Ravitz discusses the meticulous due diligence process that led to choosing Goldman Sachs as their custodian, highlighting operational impacts. Lisa Westermark emphasizes the importance of client communications and team culture. Together, they reveal how their decision has enhanced fiduciary freedom, improved client services, and solidified their multi-partner approach, all while reflecting on the enthusiastic client support during the transition.