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FastChat Video: Joining the Hightower familyFastChat Video: Joining the Hightower family

Listen to Jim Weil, Managing Partner at Private Vista, discuss the process when you are considering selling part of your business or taking a capital investment in your business.

November 10, 2020

 

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  1. Jim, you recently joined the Hightower family.  Can you share with us the process you went through before making the decision on which firm you selected to partner with? (00:36)
     

  2. Did you look at other potential partners before you decided to join Hightower? (01:09)
     

  3. How do you think your team has bennefitted from joining Hightower?  (00:36)
     

  4. How did you clients and your employees feel about the announcement you were joining Hightower? (02:48)
     

  5. What advice do you have for other RIA firms that are considering selling part of their business or taking a capital investment in their business?(04:29)

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