wealth team
Virgin-Herzburg Wealth Partners
$300MBook of businessas reported in coverage
2Advisors
Boca Raton, FLMarket
1Moves on our record
The lineage
until Sep 6, 2026PRIORMorgan Stanley
Sep 6, 2026CURRENTRockefeller Global Family Office
Sep 4, 2026team liftoutMorgan Stanley → Rockefeller Global Family Office
No published coverage yet.