News, Vision & Voice for the Advisory Community


How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market

Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices

Author Charles Paikert June 25, 2012 at 4:55 AM
no description available
Steve Prostano: [SFOs] still don't want to invest in the business.

Elmer Rich III

Elmer Rich III

June 25, 2012 — 6:40 PM

It’s a shame our industry is exclusively sales-oriented and not business planning or market development oriented. How many senior leaders even have MBAs? We haven’t met one.

It would be useful to have market sizing and market share data, just at the most basic business planning and analysis level. Intuitively, we sense growth but we don’t know if these “green shoots” represent a single “plant” or a new market/“ecosystem.”

Jeff Spears

Jeff Spears

June 25, 2012 — 11:31 PM

Another business model trying to address the problem of economies of scale using outsourcing.

I agree with the premise, but remained challenged by what the clients, with the assets, are willing to pay.

I hope Siver Creek solves that!

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Mentioned in this article:

Family Wealth Alliance
Top Executive: Thomas R. Livergood

Envestnet Inc
Top Executive: Jud Bergman

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney

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