Clark has more than 30 years of experience advising families of wealth in all corners of the globe on matters of governance, succession, and family office operations.

As well as being a member of the Society of Trust and Estate Practitioners (STEP), Clark is also a member of the Family Firm Institute, the Purposeful Planning Institute and serves on the board of trustees for Astia, a non-profit organization dedicated to leveling the investment playing field for women and minority entrepreneurs.

Crestbridge employs over 350 people and has seven international offices: Bahrain, Cayman, Jersey, London, Luxembourg, New Jersey and New York.

Raymond James
, the US network of wealth management firms, has recruited Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in Scottsdale, Arizona, and Barrington, Illinois, that oversees $150 million in total client assets.

Both financial professionals have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services. They have also affiliated with Triad Hybrid Solutions, one of Triad's two corporate registered investment advisors, to support their advisory/fee-based operations. 

Advisor Group also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, and Woodbury Financial Services.

Tor Saile has more than 20 years' experience in the wealth management industry, joining the independent channel in 2010, while Tyler Saile joined the practice in 2017. They specialize in investment management, retirement planning, estate planning, education planning and insurance consulting. Both financial professionals will continue to do business as Ironwood Family Wealth Advisors.