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In the Media

June 7, 2016

Planning a Successful Succession in Private Wealth Management Firms

On June 7, R. Scott Beach spoke on a panel at a breakfast held by Private Asset Management at The Lambs Club in New York. The panel discussed planning a successful succession in private wealth management firms. Some of the topics they discussed included when a private wealth manager should start considering the succession options available to them;  why the issue is often overlooked, and creating a culture to change this; options for private wealth managers such as in-house mentoring, selling a business, or passing it over to a new generation; the pitfalls and potential risks associated with merging or selling to another firm; and who to entrust with your book of business, and retaining client trust throughout the process. 

Contacts

R. Scott Beach
R. Scott Beach
Partner
Greenwich, CT
| (203) 862-7824
Stamford, CT
| (203) 977-7336

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