About this episode
With Neil Rubinstein, Private Advisor and Managing Director, RSA Family Wealth, Rockefeller Global Family Office
Overview
After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Advisors often assume that staying at a wirehouse means access to the best products, the strongest brand, and the most “exclusive” opportunities. But what happens when you discover that “exclusive” can mean something very different – and far more powerful – outside the walls of a big firm?
That’s the story of Neil Rubinstein, an 18-year Merrill veteran who made the move to Rockefeller Global Family Office in 2019.
It was a decision driven by the realization that things were changing at Merrill. As Neil describes it, he and his team were spending more time checking mortgages and credit cards than t
