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How to determine if a wealth manager can bring clients with him/her upon acquisition?

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Nov 9, 2017 6:55 pm

Babbaluciu777

Joined: 2017-11-09Offline

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]