AUM is Just a Number: Adding Concierge Client Services

Michael Nathanson, who leads an advisory firm with $19 billion in AUM, discusses why and how the firm created Curated by Colony, a platform with a growing suite of life-enrichment solutions delivered by third-party experts in areas such as concierge medicine, acute and memory care, psychological counseling, physical and emotional wellness, travel and life experiences, educational and second-career consulting, and even cybersecurity.