As a truly international firm, with a wide range of legal capabilities, our award winning private wealth team is ideally positioned to service all the needs of high net worth individuals. (shlegal.com)
The private wealth team at Burges Salmon has experience dealing with all aspects of the management of trusts and the provision of professional trust services. (burges-salmon.com)
Granted, this does mean that if the account you want to have managed is held at a different brokerage — like Schwab, Fidelity, or TD Ameritrade — you will have to transfer your account over to Interactive Brokers in order to have the Fool Wealth team manage it for you... (foolwealth.com)