Consultants High Net Worth Individuals Legal 
Sara Grillo
JUNE 7, 2024
“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Respond to the expectation for specialized, high touch services. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
Private Equity Insights
OCTOBER 19, 2023
Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.
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Pension Pulse
MAY 25, 2023
is acquiring a minority stake in a corporate consultant and fund administration provider. a British pension trustee and governance consultant; Axelia Partners, a global expansion service provider; and BNP Paribas Jersey Trust Corp., BCI’s investment follows Zedra’s acquisition of a series of financial sector service providers in 2022.
Sara Grillo
DECEMBER 12, 2022
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. Derek Robinett. appeared first on Sara Grillo.
Axial
MAY 4, 2023
We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. We work closely with our client’s financial and legal advisors. We do ground-breaking, confidential global client marketing.
Axial
JULY 27, 2023
We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies.
Pension Pulse
SEPTEMBER 6, 2023
But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.
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