A $7.7 Billion Family Office Buyout and a Wave of RIA Deals Show Who Is Racing to Manage America’s Private Wealth
In one week, family offices and wealth managers logged 20 verified deals, from DFO Management’s $7.7 billion Baldwin Insurance buyout to RIA acquisitions by Creative Planning, Carson and CW Advisors and a $3.61 billion UBS breakaway. Here’s what the consolidation wave means for business owners and investors.
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