Constellation Wealth Capital’s Lisa Crafford and Summit Financial’s Ed Friedman talked about setting yourself up for succession success at Future Proof’s Citywide conference in Miami Beach.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

Read More
August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

Read More
August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

Read More