Join us to hear how wealth firms of varying sizes are dealing with these changes, where they’re paying off and what it might spell for the future of client service and support.
This session is intended to provide each participant with a working knowledge of what to look for (within their own organization) as well as how to communicate the issues and preparedness to clients.
With four private wealth advisors and backing from one of the richest families in the world, Beryllus Capital marks Focus Financial’s push into UHNW and international markets.