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Research

Luxury consumers prefer boutique wealth-management firms: report

July 24, 2014

Mark Panarese and Loraine Tsavaris of Rockefeller Wealth Management 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.

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