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Co-Founder
In 1969, Marshall assumed leadership
of his family business. With the sale of the business in 1976,
he experienced the challenges of transitioning from illiquid
wealth to liquid wealth. Marshall was particularly frustrated
by the marketing-driven, superficial services of "wealth management"
offerings and the unprofessional manner in which services
were provided by institutional "servicing" staff who themselves
had no experience or appreciation of affluence. No less
disturbing were the poor investment results. In 1989, Marshall
approached Bob Sullivan to establish Sullivan & Serwitz with
two overriding objectives: to create wealth continuity among
generations and promote stewardship of a family's resources. |
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