Next Gen, Now | Breakaway Advisor Perspectives
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
Family offices
Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Selected by our editors.
20 videos and podcasts · new this week: 6
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True Partnership Model | Breakaway Advisor Perspectives
It is a short, first-person account of the criteria one advisor used when choosing a firm, which may be useful context for advisors weighing independence against platform scale and resources. It is a promotional piece from the host firm, so it offers perspective rather than analysis.
Empowering Future Generations Through Financial Education
It is a short look at how a large wealth firm structures next-generation education around topics advisors often field questions about, from philanthropy to family communication. Useful as a reference point for anyone building or comparing an internal education offering for client families.
Family offices
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