You have achieved remarkable success with a loyal clientele of ultra-high net worth families. But the wealth management industry has changed and you may be thinking, “Is there a new path?” Your own independent hybrid wealth management business could be the answer.
Insights from FallLine CEO John Straus on a changing industry and a new path to success for elite Private Wealth Advisors and their clients.
Private Asset Management talks to John Straus, CEO of newly-launched FallLine Securities, about creating the only hybrid broker-dealer platform to exclusively serve advisors of ultra-high-net-worth individuals (UHNWIs).
FallLine provides everything Private Wealth Advisors need to launch and build their own independent hybrid Registered Investment Adviser firm. FallLine’s exclusive wealth management platform is designed from the point of view of the ultra-high net worth client. FallLine provides a superior, differentiated client experience coupled with an unequalled professional opportunity for Private Wealth Advisors.