Wealth and Asset Management
$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model
A veteran advisory team overseeing roughly $2.4 billion in client assets has launched a new independent wealth and family office firm in Florida, the latest sign of continued breakaway momentum among experienced advisors. Evertern Wealth officially opened this week in Naples supported by Dynasty Wealth Partners and led by…
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