Bringing you live news and features since 2006 


CAB passes USD3bn in family office and high net-worth advisory clientele


New York City-based CAB (Charles A Barragato & Co) is now providing tax and advisory services to families and individuals with collective net-worth surpassing USD3bn.

Chuck Barragato, founder and managing partner, says: "CAB has long-ago transitioned from a general CPA practice to a hyper-focused tax and advisory practice deploying a multi-skilled approach to serving affluent families and individuals. These individuals have unique needs, and we serve those needs with 24/7 attention and technical excellence. We are highly trusted 'quarterbacks,' and this approach is proven and successful.
"Our world-class team of professionals work as trusted advisors to counsel and guide our clients in all of their financial matters. We are transparent and unconflicted, which allows us to put the needs of our clients first and remain laser-focused on their best interests."

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by