Building a NY based platform for independent advisors

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Sep 11, 2013 11:14 am



I am a partner at a NY based family office and wealth management firm that provides end-to-end financial planning, oversight, and investment management services to the UHNW community.  We are interested in building out a platform for advisors who are interested in becoming independant.  I believe that we can offer a very attractive value proposition for advisors in addition to offering access to our financial planning services.




If you are interested please contact me privately through PM.