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":"ce32f408b6be5a4b5171bc09bba0ef69","s":"2ba686473b83188d"}
Share your thoughts. Click here