{"id":13,"name":"Marshall Serwitz","url":"http:\/\/www.sullivanserwitz.com","description":"Marshall Serwitz, in 1969, assumed leadership of his family business. With the sale of the business in 1976, he experienced the challenges of transitioning from illiquid wealth to liquid wealth. Marshall was particularly frustrated by the marketing-driven, superficial services of \"wealth management\" offerings and the unprofessional manner in which services were provided by institutional \"servicing\" staff who themselves had no experience or appreciation of affluence. No less disturbing were the poor investment results. 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