Do you lead a team doing $2-$20M in annual production? Are your clients almost exclusively HNW (high net worth) or UHNW (ultra-high net worth)?
For over a century the Rockefeller name has signified wealth in the United States, and this off-shoot of tycoon John D. Rockefeller’s Rockefeller & Co. has found its niche in providing services that appeal directly to the ultra-rich…
Really keyed in on advisors working with the wealthiest of the wealthy so some things may not translate well down the line to Main Street.
Superior name recognition and association, still young and hungry, plenty of room to grow in the space – this may be the right move for an established practice that has hit the ceiling with their current broker dealer.
Curious about securing an offer but want to avoid the hassles associated with the traditional process? 3xEquity can secure an offer for you while you remain 100% anonymous, allowing you to control the conversation (and avoid endless recruiter calls). Get started now by clicking the button below.
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