New York Private Bank & Trust: A deal-making and partnering firm

Warren Averett Assett Management knows the purpose of wealth

Genesis Capital Group carries cutting-edge tools and old school values

Cover Story Spotlights

A coach for a financial game plan

A secure financial future, step by step

Mobilizing a promising asset class

ESG: From fringe to financial fold

Invested in community and clients

What sets it apart? It’s all in the name

Premier Features

Helping investors do well while meeting a greater good

It’s an interest shared by the firm and its clients. Investments in the Environmental-Social-Governance (ESG) markets that some folks might be surprised to discover would be of such high priority to the very well-to-do. Well, they shouldn’t be so...
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Heir-raising experience needn’t be hair-raising

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their w...
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Built on integrity

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for t...
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Real investments, real results

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward st...
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Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. I 2020

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