Foundation Source Teams With Mercantile

Kapler, Robert
December 2003
Bank Technology News;Dec2003, Vol. 16 Issue 12, p30
Trade Publication
Introduces Family First, a suite of services to address the wealth management needs of philanthropy, education, and family governance, from Foundation Source. Views of some executives regarding the program launch of Foundation Source; Specification of client companies Foundation Source has so far; Identification of problems that arise from a compliance standpoint, according to Doug Mellinger, vice chairman and co-founder of Foundation Source.


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