PricingLoginNewsroom
Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

fiduciary-advice

(2)
AllCompaniesPeopleStoriesProducts
Company
True North Built a $5.86 Billion Wealth Firm by Refusing to Sell the Usual Stuff
Fintech · Enterprise

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.

wealth-management · multi-family-officeRead →
Company
Gratus Capital Built the Anti-Wall-Street Wealth Firm - Then Chose a Bigger Bench
Fintech · Consumer

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.

wealth-management · financial-planningRead →