Rothsay Consulting Announces the Future Launch of the Organization of Family Wealth Management
The OFWM is an interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.
Rothsay Consulting, an independent global asset management firm, licensed to carry out investment advisory and asset management services, is pleased to announce the launch of its Organization of Family Wealth Management (OFWM) to focus on family wealth which is part of a powerful strategy designed to help its Financial Advisors better serve clients..
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