RLR Strategic Partners Information

RLR Strategic Partners is a New York City-based management and strategy consultancy that supports enterprises throughout the wealth management industry. We work in close collaboration with executive leadership teams, boards of directors and advisory boards to set tangible growth goals, develop high-impact strategies based on these goals, and actively support the implementation of business plans. When helpful for broader strategic planning and execution purposes, our senior professionals also serve as board members of the companies that we support. From early stage start-ups to long-established firms, we collaborate closely with business-to-business and consumer-facing enterprises of all sizes, and across all life cycles and models. While the businesses we partner with are diverse, they all share one thing in common: The ambition to accelerate their growth by helping to fundamentally transform the wealth management space through the positive disruption of traditional legacy structures. We believe the future of wealth management will be defined by companies that deliver strategies and solutions that leapfrog the current high-cost, low value-add legacy operating and technology structures that characterize much of this industry. Accordingly, we focus on partnering with companies that offer innovative practices and new technologies with the potential to seamlessly connect firms, financial services professionals and retail consumers of financial services in novel ways. Towards this end, we can seamlessly integrate strategic planning and execution solutions with access to unique growth resources in the areas of M&A advisory support and growth equity capital. We deliver access to these growth resources in close alliance with Berkshire Global Advisors, a leading global boutique investment bank focused on M&A for the financial services sector.