The foundation for any successful
partnership is mutual trust. This is especially true
in the realm of private wealth management, where a
client’s private assets are entrusted to a financial
advisor. Firms with private wealth clients focus on
providing successful performance while ensuring
integrity, impartiality, and complete
confidentiality. Hiring the right individuals -
individuals who can effectively cater to the diverse
needs of extremely wealthy individuals - is the
first step in building this mutual trust. Selecting
an executive search firm that understands the
significance of this relationship is critical.
Strategic Alliance Group is that firm.
Areas of specialization include the following: