Building on our longstanding expertise in supporting family-run independent financial advisor practices, we’re excited to announce the launch of our Multigenerational Consulting Solutions (MCS) platform.
Furthermore, we’ve named Chris Yarosh to the newly-created role of Director, Multigenerational Consulting Solutions. Chris is a veteran member of Investcorp’s leadership team and leads the new platform.
The Multigenerational Consulting Solutions platform encompasses four key services:
#1 — Long-range practice management consultations to develop and implement succession planning for practices with three to six years of runway to become multigenerational businesses, or extend multigenerational leadership to a subsequent generation
#2 — Short-range practice management consultation services to develop and support succession plans for businesses with less than three years of runway
#3 — Educational workshops that align training resources and top industry experts with independent advisors at each stage of the multigenerational family practice life cycle, from those just starting to explore the possibility of a next generation transition, to businesses that already encompass two or more generations of family
#4 — Advisor mentoring and peer coaching programs that facilitate the ability of independent advisors at earlier stages of the multigenerational family business life cycle with those who are in more advanced stages
View the full press release for further details.
For more information regarding Investacorp’s MCS platform, contact:
Director, Multigenerational Consulting Solutions
Office: 305-557-3000 ext. 342