The Mather Group Expands Client Services with Strategic Private Equity Investments

The Mather Group, a financial advisory firm, is leveraging private equity to enhance its client service offerings. CEO Jennifer des Groseilliers highlights their approach of providing a free initial financial plan to attract and assist prospective clients, often wealthy executives, as detailed in a recent interview. This strategy is proving effective as clients seek second opinions on their financial situations. The firm remains committed to growing its capabilities through acquisitions aimed at expanding geographic reach and offerings, including specialized services for expats and investment in data science for strategic decision-making. For further details, you can read more in the original Mather Group interview.