ALTERNATIVE DIRECT SOLUTIONS: ACCESS - RESEARCH - OVERSIGHT

There’s no substitute for experience, so it’s essential to go with someone who’s been down that road many times before. Medici Firma has a proven guided transition process with a seasoned team of support experts who have taken an impressive roster of leading advisors to independence. We’re on call and on-site every step of the way, coordinating status, managing vendors and overseeing all the details.

Leading RIA’s hire Medici Firma when they are contemplating a large scale platform transition. So if you are ready for the maiden launch or a relaunch of your business, Medici Firma’s transition services team will be there every step of the way.

Nothing is left to chance: the Medici Firma process maps out an integral procedure that covers everything from real estate and office set-up to sourcing and incorporating technology, business planning and P&L analysis, asset mapping, staffing and benefit issues and even financing as needed. Complete legal and compliance assistance from the top RIA legal firms will ensure adherence to FINRA and SEC regulations, and coordinate contracts, leases, transition agreements and other forms inherent to a move.

Since you’re building a brand as well as a business, marketing and media communications services establish identity, reinforce capabilities and make your new independent practice real to clients and prospects.

Connect with us on Medici Firma Client Management Platform