New RIA Looks to Serve Super-Rich Clients Whose Assets Are Tied Up in Private Business
Barron’s profiled the launch of Alvarez & Marsal Private Wealth Partners, an RIA affiliated with Alvarez & Marsal, focusing on ultra-high-net-worth families, including owners with assets concentrated in private businesses, who are preparing for liquidity events and generational transfer. The article notes AMPWP’s fiduciary, advice-only model, which features no proprietary products, a long-term outlook, and […]
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