Boreal Capital Management in the News: Global Firm Ramps Up Efficiency and Quality of Client Reporting
https://addepar.com/case-studies/boreal-capital-management Boreal Capital Management is an independent wealth management services firm, with offices in Miami and Zurich, that specializes in serving high-net-worth individuals and families throughout Latin America and Europe. Many of Boreal’s clients have complex investment portfolios that span multiple custodian banks and currencies. A key component of Boreal’s comprehensive wealth structuring and investment … Continued