fiduciary-advice
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Scott Wood Plays the Long Game
He built a wealth advisory firm around fewer conflicts, longer relationships and a patient idea he calls decading. Twenty-five years on, Scott Wood is still asking what lasts.
Hank McLarty Built a Wealth Firm Like a Football Team
The former Auburn linebacker turned a bruising lesson about quitting into a 20-year experiment in team-based advice, humility, and the strange art of knowing when a founder should join a larger huddle.
True North Built a $5.86 Billion Wealth Firm by Refusing to Sell the Usual Stuff
Scott Wood and Mark Gehlbach left product-tied Wall Street advice behind, built the alternative-investment shelf they wished existed, and waited 24 years before taking outside capital. Now comes the harder trick: scaling a family office without turning trust into a product.
Gratus Capital Built the Anti-Wall-Street Wealth Firm - Then Chose a Bigger Bench
Hank McLarty left the wirehouses to put tax, estate and investment specialists on one team. Nineteen years and roughly $3.8 billion later, Gratus made the counterintuitive move: surrender the stand-alone firm to expand what clients could get.