Has your firm restricted or prohibited you from advising international clients?
A global boutique wealth management firm could be your answer. Firms that specialize in a high net worth, international family office approach can provide true diversification to the traditional, domestic model portfolios.
The unique ability to offer your clients a multi-asset class strategy combining traditional investments with global private market opportunities such as Private Debt, Real Estate, Private Equity and Venture Capital, allows you to retain and/or capture those international clients and differentiate yourself as an advisor.
Don’t let your current firm dictate your future. Let’s explore your options.
– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting