PRACTICE INFORMATION

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This Florida-based practice is focused on providing personalized investment counseling with an emphasis on risk-controlled wealth retention opportunities to a small group of high to ultra-high net worth clients largely based in the mid-Atlantic. With trailing 12 month’s revenue of $393,511, this practice would make a great addition to a firm with an established family office-style practice.

The ideal acquisition partner for this practice would have an established track record and significant experience working with high to ultra-high net worth clients and have significant experience with, among other things, individual securities, ETFs, international securities, REITs, and private foundations.

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