Property Management: Advisors Maintaining Family Compounds
When ranking the top niches in wealth management, specializing in maintaining family compounds is not likely to break the top five.
But if a financial planner happens to work near the scenic coast of Maine — or, for that matter, in any of the many hamlets nationwide where several generations share a single piece of real estate — it’s a niche well worth mining, says Scott Upham, managing director of Cribstone Capital …