 This is a signature deal for the industry between two estimable firms serving like-kind complex UHNW clients in what is now a national footprint."Jamie McLaughlin, industry consultant |
RIA mega-merger — how big is it really?
Charles Paikert | Financial Planning, August 2016
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Summary: Yes, the merger of New York-based Tiedemann Wealth Management and San Francisco-based Presidio Capital Advisors is one of the most significant wealth management deals of the year.
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