New York (HedgeCo.net) \u00a0– Asset Alliance Corporation, through its subsidiary, Asset Alliance Wealth Management, has acquired an equity interest in Monarch Business and Wealth Management, LLC. Monarch a financial and life management company founded by Barry Klarberg. Monarch represents professional athletes, internationally acclaimed entertainers and high net worth families.<\/p>\n
\u201cWe believe that our two firms will provide a full-service platform to meet the special needs associated with Monarch\u2019s clientele,\u201d said Bruce Lipnick, Chairman & CEO of Asset Alliance. \u201cJoining forces with Barry Klarberg, CEO of Monarch, the acquisition brings together a team of professionals with vast experience, integrity, and an understanding of how to preserve and increase the wealth of our clients.\u201d<\/p>\n
In conjunction with Asset Alliance Wealth Management, Monarch continues to offer clients a full suite of family office service and integrate those with the components of Asset Alliance\u2019s distinct wealth management system. Monarch also seeks to continue to expand the scope of its business and wealth management services through synergistic partnerships and acquisitions of complementary businesses.<\/p>\n
Klarberg was recently Senior Managing Director of Guggenheim Partners, LLC, heading up Guggenheim Wealth Services\u2019 New York office. He began his career at Deloitte & Touche, where he was the firm\u2019s National Director of Sports and Entertainment, before founding KRT Business Management. Barry authored \u201cWinning Tax Strategies and Planning for Athletes and Entertainers,\u201d a book considered to be a leading resource\u00a0within the business management profession. He received a BBA in Accounting and a MS\u00a0in Taxation from Pace University.<\/p>\n
About Asset Alliance:
\nAsset Alliance Corporation, founded in 1996 and headquartered in New York, is a\u00a0privately held company that strategically invests in diversified alternative asset management firms and provides specialized investment products and services to institutions and high-net-worth individuals. The company continues to expand the firm\u2019s global presence through joint ventures and distribution of specialized products throughout Europe, Asia and the Middle East. For more information please visit www.assetalliance.com<\/p>\n
About Monarch Business and Wealth Management:
\nMonarch Business and Wealth Management, LLC is a financial and life management\u00a0business founded and run by Barry Klarberg. Monarch represents professional athletes, internationally acclaimed entertainers and high net worth families. The Company applies a holistic approach to servicing its clients\u2019 needs combined with a non-conflicted approach to risk assessment based on the leading edge thinking in finance, economics and psychology. Business, wealth management and family office services include wealth planning, tax advisory, business planning and advisory, insurance and risk management, and estate planning.<\/p>\n","protected":false},"excerpt":{"rendered":"
New York (HedgeCo.net) \u00a0– Asset Alliance Corporation, through its subsidiary, Asset Alliance Wealth Management, has acquired an equity interest in Monarch Business and Wealth Management, LLC. Monarch a financial and life management company founded by Barry Klarberg. Monarch represents professional […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16005,3],"tags":[],"class_list":["post-28165","post","type-post","status-publish","format-standard","hentry","category-developing-stories","category-hedgeco-news"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/28165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=28165"}],"version-history":[{"count":2,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/28165\/revisions"}],"predecessor-version":[{"id":35952,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/28165\/revisions\/35952"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=28165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=28165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=28165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}