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Best Selling Research Reports
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Recently Released!!!
Date Published: August 2010
310 Pages
The purpose of this report is to provide readers with an initial understanding of the various upscale channels, including CPA firms (their tax & financial planning businesses), law firms (their trusts & estates businesses), private banks, investment banks (their high net worth brokerage businesses), separate account managers, sports agents & business managers, and family offices. While these firms lack a common heritage, they share a common purpose of seeking to serve the ultra affluent. This is the second draft of Tiburon’s research on this topic.
Tiburon’s first draft of this report was published in 2008; that draft consolidated prior Tiburon research into one report.
This is Tiburon’s second draft of this report; this draft aligns the report’s structure with that of other Tiburon research reports, includes a refined introduction, and spins-off Tiburon’s equally thorough Investment Servicing Firms, Investment Banks, & Investment Consultants research reports. This draft also includes new profiles of Gibraltar Private Bank & Trust and Private Bancorp, and enhances the profiles of some core Tiburon clients & other firms, including Boston Private Financial Holdings; City National Corporation; Lydian Trust Company; Neuberger Berman Management; Northern Trust Corporation; & Sutton Place Associates. This draft also adds a service providers appendix to include firms such as the Family Office Exchange and Private Wealth magazine.
Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.
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