Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.
Foster's firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.”