With many money managers jettisoning all but the wealthiest clients, there are opportunities for smaller players to increase business with the less stratospheric “emerging rich.”

Independent trust companies, private family offices, and boutique private banks may give traditional bank trust and private banking departments a run for their money. They say they can give clients a measure of control trust or private banks rarely offer.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.