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Family Office attendees will benefit from hearing author and 36-year investment industry veteran, Gil Baumgarten, speak on tax efficiency, cost control, ETFs, and his own journey from broker to fiduciary advisor.
After 25 years in the brokerage business, Gil decided his client advocacy model was in great conflict with the fee-hungry brokerage ecosystem. So in 2010, he started his own fee-only RIA, Segment Wealth Management. Segment now advises on over a billion dollars of client assets within a fully fiduciary model where the clients’ interests align with the interests of the firm.
