Wealth Management Firms Operating &/or Partnership Agreements:
The Legal Document Amongst Shareholders
Recently Released!!!
Date Published: March 11, 2020
Summary PowerPoint Deck: 38 Slides
Reference PowerPoint Deck: 117 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor operating &/or partnership agreements, which include shareholder responsibilities and partner responsibilities. This topic is one in Tiburon's financial advisor planning & documents series.
This research begins with a review of the evolution of financial advisor operating &/or partnership agreements, including their history across several phases, including:
Date Published: March 11, 2020
Summary PowerPoint Deck: 38 Slides
Reference PowerPoint Deck: 117 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor operating &/or partnership agreements, which include shareholder responsibilities and partner responsibilities. This topic is one in Tiburon's financial advisor planning & documents series.
This research begins with a review of the evolution of financial advisor operating &/or partnership agreements, including their history across several phases, including:
- Early Phase
- Haphazard Growth Phase
- Formalization Phase
- By Laws
- Operating Agreements
- Partnership Agreements
- Increasingly Sophisticated Financial Advisor Partner & Principal Agreements
- Evolving Financial Advisor Operating &/or Partnership Agreements
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
