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

tax-strategy

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Company
NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination
Fintech · Consumer

NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination

Wealth creates options - and an absurd amount of administrative work. NorthRock's bet is that affluent clients will pay one team to make the investment manager, CPA, estate lawyer, insurance adviser and philanthropy plan behave like one system.

wealth-management · financial-planningRead →
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 →
Company
The Accountant Who Decided Bookkeeping Should Feel Like Software
Fintech · Saas · Enterprise

The Accountant Who Decided Bookkeeping Should Feel Like Software

Matt Gardner shut down a traditional CPA practice to rebuild it as Hiline - one team, one bill, and technology that keeps small-business numbers current instead of three weeks late.

tech-enabled-accounting · outsourced-accountingRead →