Transactions
Theme
Advised Orlando-based Resource Consulting Group, with $2.5 billion in assets under management, on its sale to Hightower. Resource Consulting Group, which provides academic-based investment management, financial planning and retirement planning services to a client base of high net worth and ultra-high net worth households and select institutions, will maintain autonomy and the firm’s distinct identity while gaining necessary resources at Hightower to elevate its client service offering.