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RegentAtlantic - Fiduciary

Theme

Advised RegentAtlantic Capital LLC on an equity recycling and succession plan that included sale of a minority interest to Fiduciary Network LLC, a subsidiary of Emigrant Bank. RegentAtlantic, a fast-growing wealth advisory firm with over $1.5 billion under management, can now retain its independence even as founding partners retire and are monetized.

Press Releases

Hurley’s Fiduciary Network Buys Stakes in RegentAtlantic and Evensky & Katz ›