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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

The Rise of Independence in Private Banking

Meeting with AC Family Office advisor

Jeff Shipley is a founder, partner and consultant with Lumina Consulting, the team behind the successful launches of Private Wealth Asset Management and Fidelis Capital in 2021. Lumina aims to help create a superior client experience and deliver on the promise that private banking once made.

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