Lovell Minnick Buying Wealth Management Firm
October 10, 2012- Share:
Lovell Minnick Partners has entered into an agreement to purchase wealth management firm Kanaly Trust. With about $2 billion in assets under management, Kanaly Trust provides financial planning and trust/estate services to families, individuals and estates. The new capital will be used to provide liquidity to certain existing shareholders and promote future company growth.
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