Jeanie Wyatt didn’t plan to start a family office business within her wealth management firm -- but fate seemed to take her hand.
Wyatt, who was once an investment heavyweight with Cullen/Frost Bankers, Inc., was content for her firm, South Texas Money Management, Ltd., to serve clients whose assets typically fell within the $1 million- to $5-million range. Then, two years ago, one of the firm’s clients announced they were searching for a family office provider -- and wanted STMM to throw its hat into the ring.
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