Fiduciary Network has acquired a minority equity interest in Texas-based Durbin Bennett Peterson Private Wealth Management.
Durbin Bennett Peterson is a RIA firm managing about US$900 million for 200 clients. The firm has a strong expertise in tax planning. With several tax attorneys on staff, Durbin Bennett Peterson advises wealthy families on tax issues.
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Fiduciary Network has been established in 2006 by Mark Hurley and real estate investor and financier Howard Milstein. The firm has now completed 13 minority investments in fee-only RIA firms.
Fiduciary Network CEO, Mark Hurley, said that Brent Durbin, Rick Bennett and Harold Peterson all intend to remain with the firm. The transaction was structured so the main principals could make several other advisors equity partners in the business.
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