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For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.
At TCI Wealth Management, Bob Swift wanted a succession plan that would let him distribute ownership but keep working. Here's the solution he developed.
"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.
Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.
Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.
A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.
In response to online rivals, Mark Cortazzo created a passively managed portfolio service and offered it on the Web.
When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected.
In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.
As a CPA turned planner, Jean-Luc Bourdon focuses on tax-efficient income and other elder issues.
Some 20 years after gaining considerable renown, Sharon Rich is still running a solo shop and billing like a consultant. That's exactly how she wants it.
A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.
Mainstay Capital Management specializes in helping auto industry employees manage their retirement accounts.
Leon LaBrecque has built a successful business working with police officers, firefighters and the 'working affluent.'
Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.
Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.
At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer.
A passion for indexing has helped Mark Hebner build Index Fund Advisors into a $1.8 billion financial planning firm.
Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.