Who We Serve

Since our firm’s inception in 2009, we have worked with over 300 leading advisory firms with cumulative advised assets totaling over $400 billion. Over 60 of our clients manage over $1 billion in client assets. Our clients include leading wealth managers, family offices, asset managers and “fully affiliated” private wealth advisors seeking to break away to a form of independence. We take on projects only when we know we can deliver meaningful results by solving a key organizational challenge or providing a solution accretive to growth. If we believe we cannot add value, we let you know and look to refer a friend in the industry with hopes of working together in the future.