Summary: Planners have to team up – and bring in an outside investor – to rapidly grow. For example: family office veteran Rick Flynn, who’s spent years serving ultrahigh-net-worth clients, just doubled the size of his new firm.
 Ultra HNW clients have sophisticated needs that require world class expertise and execution," Adolf says. "Very few firms in our industry have the qualifications and resources to cater to these type of clients."Rudy Adolf, CEO, Focus Financial Partners. |
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