In a recent Wealth Advisor interview, Fiduciary’s Head of Custody Scott Sumner, discusses the importance of custody – especially for advisors serving complex clients. Highlights include:
- Why custody is the foundation of wealth management
- Where brokerage custody falls short for trusts, alternative assets, and UHNW families
- How Fiduciary’s relationship-driven custody model supports speed, accuracy, and accountability
- The importance of a custody partner that can scale as advisory firms grow upmarket
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