Digital Family Office Expands Its Team with New Heads of Wealth Management
Digital Family Office Expands Its Team
Digital family office has recently announced a major expansion in its wealth management department with the hiring of Eric Flynn, CPA, CFA, as the head of wealth management. Flynn's extensive 23-year career includes key positions such as director of Alliance Management at Wipfli, where he honed his skills in advisory operations. This strategic move positions the firm to enhance its wealth management capabilities and cater to a growing clientele seeking comprehensive financial solutions.
How This Affects Wealth Management Landscape
The inclusion of experienced professionals like Flynn will likely shift the dynamics of wealth management within the digital family office framework. Clients can anticipate an elevation in service quality and personalized financial strategies.
Looking Ahead
- Increased focus on client services
- Expansion of advisory operations
- Innovative financial solutions for affluent clients
This hire signals a strong commitment to enhancing wealth management operations and delivering exceptional advisory services.
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