• How We Help Advisors Succeed

    Whether you’re a top-producing advisor or just starting
    to build a practice, we offer the support you need to scale
    and grow your business.
    Letter From The CEO

  • Investacorp Fast Facts

    Want to learn more about us?
    Get the facts on our company structure, products
    and services we offer and operational support.
    Investacorp Fast Facts

  • True Transitions Experts

    Whether you’re a top-producing advisor or just starting to
    build a practice, we offer the support you need to
    scale and grow your business.
    Transition

  • The Broker Dealer for Entrepreneurs.

    Join Now

Investacorp Launches Multigenerational Consulting Solutions Platform

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:

Chris Yarosh
Director, Multigenerational Consulting Solutions
Office: 305-557-3000 ext. 342
Email: cyarosh@investacorp.com

2018-08-13T18:09:13+00:00March 16, 2018|