Raj Bhatia

Raj Bhatia, a seasoned Private Wealth Advisor at Merrill, shares his insights on hiring family in the wealth management sector. He discusses his experience of bringing his daughter into the firm, emphasizing the importance of succession planning and client relationships. Raj delves into the complexities and benefits of employing family members, balancing professional boundaries with familial familiarity. He narrates personal anecdotes, reflecting on how open conversations can ease transitions and foster successful dynamics in family-operated businesses.