Operator of a wealth management company. The company offers wealth management services, specializing in strategies for retirement planning, estate planning, charitable giving, portfolio diversification, insurance programs and tax management and serves wealthy families, individuals, entrepreneurs, charitable endowments and foundations by focuses on doing what's in the best interests of its clients through proactive and comprehensive financial planning advice and a long-term, disciplined approach to investing.
Generating Revenue
Acquired/Merged (Operating Subsidiary)
Corporate Backed or Acquired
The company entered into a definitive agreement to be acquired by Kudu Investment Management and its management through an LBO on October 17, 2018. Previously, a 10% stake in the company was acquired by Boston Private (NASDAQ: BPFH) for an undisclosed amount on August 4, 2008.
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