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Transactions

Kochis - Quintile

Theme

Retained jointly by Kochis Fitz and Quintile Wealth Management to provide valuation and financial advice in connection with the merger of these two complementary firms. The combined firm, Aspiriant, will be the largest independent wealth management firm in California, managing or advising on more than $5 billion in client assets with a team of nearly 50 professionals located in Los Angeles and San Francisco.

Press Releases

Leading Independent Wealth Management Firms Mergeʉۼ