Doug Black: Matchmaker Between Ultrawealthy Clients and Advisors (Feature)

“…Black reveals what the most desirable and discerning clients want in a firm. Investment performance is just one part of it. After all, a firm might owe its good track record to luck, Black says, adding that firms wanting to serve SpringReef’s clients should be ready to fill out the mother of all questionnaires. But in the end, says Black, advisors often get the nod due to a factor that can’t be quantified.”