Eugene Frenkel · Chief Executive Officer · Eugene Frenkel is the Founder and CEO of the Legacy Group of Companies, a family office and investment management firm. He is also a managing partner of Path Capital Management, a private investment fund concentrating on mid and late-stage growth companies. Focused equally on service to his clients and his community, he serves as a Director of the Finker-Frenkel Family Foundation. He is Chairman of the Board of Make-A-Wish Southern Florida and a Boa...
After the acquisition in 2001, CMS Financial Services changed its name to Lydian Wealth Management in early 2003,[9] but retained the same services and business platform, while the...
169 Lydian Wealth Management 173 Mellon Private Wealth Management 175 Merrill Lynch Global Private Client 179 Morgan Keegan Private Client Group 185 Morgan Stanley Private Wealth Management...
관련성이 더 높은 업데이트 ; ACOUNTIER - High Professional Finance ; Gold Accounting Tax ; Alice Kaneyia, CPA ; Lydian Financial Services ; Ioana Lozonschi ; Al Nasheet Tax & Accounting Services ; The Sixth Sense Accounting Management Taxation ; Heelan Associates ; AL Merak. Tax Consultant L.L.C
By ROBERT FRANK Staff Reporter of THE WALL STREET JOURNAL · Family offices — long a fixture of the ultrarich — are cracking open their doors to a broader audience. Most of these small, private companies were set up solely to serve the needs of a single wealthy family. But family offices are increasingly inviting in other families to help defray the cost and create a new business venture. The result: Families with as little as $5 million in investible assets can now get services that until recently were available only to those with more tha ...
Asset Management & Financial Services Industry Transactions ; Abacus Capital Group, LLC, a real estate investment manager, on its sale of a majority interest to Affiliated Managers Group, Inc. (NYSE: AMG), a leading partner to independent active investment management firms. Advance America, Cash Advance Centers, Inc. (NYSE: AEA), a provider of cash advance services, on its going private acquisition by Grupo Elektra, a transaction valued at approximately $780 million. CB Richard Ellis Investors, ...
For two days this week, the wealthtech world was glued to their computer screens—even more so than usual—watching and participating in the fifth annual AdviceTech.live conference. The online audience of more than 1,000 event participants experienced 20 live, 10-minute demonstrations from advisor technology providers, several speaker and panel sessions and could visit the virtual booths of 21 sponsors—all at no cost. Related: Opinion: AdviceTech.Live Proves Virtual Conferences Have Staying ...
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M A R K E T I N G Lydian Labs has been central to Oobit's remarkable brand trajectory within the APAC region. Employing a sophisticated mix of precise community management and innovative...
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