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Rockefeller Wealth Management

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Why Multimillionaires Favor Boutique Money Managers

“Wealthy clients tell us that expertise, trustworthiness and generosity are the critical elements in building strong client relationships in wealth management,” Luxury Institute CEO Milton Pedraza . “Successful wealth managers are relationship builders first, and, since few can beat the markets in the long run, money managers second.”  In the latest edition of its Luxury Brand Status …