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Becoming a Family Wealth Firm: A Veteran Team Finds New Focus

Becoming a Family Wealth Firm: A Veteran Team Finds New Focus

Industry veterans Martin Rice and Beau Barrett had grown their practice over the course of 20 years within the wirehouse environment in Indianapolis. As they began to focus on their unique ability to guide families through the challenges of multigenerational […]

Branding a Texas Personality: Independence for a Half-Billion-Dollar Team

Branding a Texas Personality: Independence for a Half-Billion-Dollar Team

We’ve been spotlighting some of our best advisor stories from the past year, and next up is G Squared Private Wealth, a Forbes Best-in-State team operating just outside of Houston, Texas. With over three decades of client successes, they provide […]

Launching a Family Office: Deep-Dive Brand Development in Nashville

Launching a Family Office: Deep-Dive Brand Development in Nashville

An established wirehouse team with $300 million in assets under management decided to make the move into the independent space, via Sanctuary Wealth and their Partnered IndependenceSM platform. We guided them through the process, rebranding their newly independent practice as […]

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