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Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note

Author Oisin Breen
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Bob Miller: By 2014 the UHNW reporting market became the target of major well-funded brands.


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