Mandeville Private Client Estimates Generational Wealth Transfer of $700 billion by 2026
At the Women in Wealth Management Summit, Diana Oddi of Mandeville Private Client emphasized the company’s enduring branding strategy, which remains firmly rooted in its wealth-creation philosophy. She noted that the firm’s approach to branding has remained consistent over time, aligning with its foundational principles. Oddi explained that Mandeville’s wealth-creation...