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Transactions

Theme

Co-advised Lydian Trust Company on the sale and recapitalization of Lydian Wealth Management by City National Corporation and its subsidiary, Convergent Capital Management. Lydian Wealth Management, an ultra-affluent wealth management consultant, will operate as Convergent Wealth Advisors. The firm manages or advises on client assets totaling $7.3 billion.


Press Releases

City National Corp. to Acquire Lydian Wealth Management ›
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