September 30, 2016 4:07 AM ET

Professional Services

Company Overview of Private Client Resources, LLC

Company Overview

Private Client Resources, LLC provides private wealth management solutions for private banks, family offices, RIA firms, and the HNW clients they serve. The company offers private wealth aggregation, and custom solutions and services, as well as creates white papers and case studies. It also provides reporting and integrated systems, including Palette Platform, an open architecture integration of systems and capabilities that optimize wealth management and advisory businesses. The company was founded in 2000 and is based in Wilton, Connecticut.

Wilton Corporate Center – Riverview

187 Danbury Road

Suite 202

Wilton, CT 06897

United States

Founded in 2000

Phone:

203-762-9006

Fax:

203-612-3004

Key Executives for Private Client Resources, LLC

Chief Executive Officer and President
Co-Founder, Chairman of The Board and Member of Advisory Board
Age: 82
Co-Founder
Age: 73
Chief Client Officer and Executive Managing Director
Managing Director of Business Development
Compensation as of Fiscal Year 2016.

Private Client Resources, LLC Key Developments

Private Client Resources, LLC Presents at Florida Wealth Management & Family Office Conference 2015, Dec-01-2015 01:00 PM

Private Client Resources, LLC Presents at Florida Wealth Management & Family Office Conference 2015, Dec-01-2015 01:00 PM. Venue: The Ritz Carlton South Beach, Miami Beach, Florida, United States. Speakers: Stephanie Bogan.

Private Client Resources, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 03:45 PM

Private Client Resources, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 03:45 PM. Venue: Napa Valley Marriott, Napa, CA, United States.

Private Client Resources, LLC Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 09:45 AM

Private Client Resources, LLC Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 09:45 AM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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