From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story

Episode notes

With Ben Domingue, Founder & Managing Partner of Family Office Partners Overview Louis Diamond speaks with Ben Domingue, Founder of Family Office Partners, on his move from UBS PWM to independence - why control became essential, and how building his own firm reshaped how he serves entrepreneurial clients. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… About this episode… Many advisors build impressive businesses within large firms - serving entrepreneurs by helping them navigate liquidity events, capital decisions, and growth strategies. But they’re still operating within someone else’s structure. And over time, a gap can develop between what you’re advising clients to do… and what you can actually execute yourself. For Ben Domingue, that gap became a turning point.

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