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Advised Tanager Financial Services Inc., a multifamily office in Waltham, MA, with $2 billion in assets on its sale to Wachovia. Tanager's clients gained access to Wachovia's banking and fiduciary services while Wachovia Wealth Management and Calibre (the group's family office) extended their footprint into the New England market.

Press Releases

Wachovia to Acquire Boston Wealth Advisory Firm, Tanager Financial Services ›
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