 We can relate to clients in a whole new way now, being on the same side of the table as business owners.”Michael Wagner, co-founders, Omnia Family Wealth |
How Will a Move to Independence Affect a Family Practice?
Timothy Bello | On Wall Street, December 2015
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Summary: As trends in wealth management continue to upend the established order, bringing innovation, competition and transparency, intra-family wealth practices may wonder how a move to independence could affect their own family businesses.
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