How to determine if a wealth manager can bring clients with him/her upon acquisition?
Greetings Wealth Managers!
Our private family office is in the market to aquire a wealth manager, with a book of clients in the 50-100 million dollar range. My trepidation is how do I determine if this individual can proform and bring his/her clients with them? If you have any insight or you are a legit Wealth Manager looking to make a move email me @ [email protected]