Podcast by SVB Private, a Division of First Citizens Bank
Episodes
Monday Jun 22, 2020
Family Office Connections: Fee Intelligence
Monday Jun 22, 2020
Monday Jun 22, 2020
Edward Marshall, Managing Director at Boston Private, Stephen Bodurtha, Founder & CEO at Flexbridge Partners LLC and Jason Cain, Managing Director at Boston Private discuss fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations.
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