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The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.
Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.
