Research
July 24, 2014
Mark Panarese and Loraine Tsavaris of Rockefeller Wealth Management
By Joe McCarthy
Ultra-affluent consumers appreciate the relationship-building culture fostered at boutique wealth management firms, according to a new report by the Luxury Institute.
{"ct":"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","iv":"6c7f77c5f122f9bc8e3fdf3c367271d7","s":"a16da483a1d4e093"}
Share your thoughts. Click here