Paul Ferguson of Schwab Family Office group leads a discussion with leaders from Pathstone and Syon. As the evolving RIA/MFO space continues to grow they share their collective experiences why independent and how to service the UHNW community. The UHNW client base looks for more of a holistic approach, a "soup to nuts" menu of in-house services. Both Syon and Pathstone leadership support the RIA/MFO model as it continues to grow at an exponential rate while being aware of the unique/bespoke strategies that can be offered to their clients that wouldn't be possible at a wirehouse, etc.