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Wealth Management

Clients trust us to help them achieve their vision.  We provide guidance and resource for any change, including provider selection and implementation, contract reviews, target operating models, board effectiveness and leadership development and regulatory compliance.

Read our wealth management case studies

Delivering implementation plans for mergers and acquisitions.

Our people and their expertise smooth the path of often bumpy mergers. They can help retain staff, too.

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Cybersecurity review for a buy-side client

We performed an end-to-end review of a US hedge fund’s security policies, processes, controls and governance to ensure alignment with SEC guidance

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Meet our wealth management specialists

Philip Biber

 Managing partner

Scott Lee

 Managing partner
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