Paul T. Lally
Principal
Paul Lally leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
Areas of Focus
- Strategic business planning
- Succession planning
- Transition planning
- Buy-side advice
- Sell-side advice
- Merger consulting
- Intercompany transfers/buyout planning
Education
Widener University- Bachelor of arts degree
Recent Insights
Articles
Navigating the generational shift: How wealth management firms can attract Gen Z clients
Apr 15, 2024
Rethinking tech assumptions about baby boomer clients
Apr 15, 2024
The 2024 outlook for wealth management: Be prepared for the unexpected
Dec 12, 2023
5 reasons to add wealth management to your offerings
Sep 26, 2023
Unlocking potential: How wealth management firms create transferable value
Aug 11, 2023
Increase your organization’s adaptability with agile planning
Apr 28, 2023
The risks and rewards of becoming an independent advisor
Feb 27, 2023
How resilient is your wealth and asset management business?
Feb 05, 2023
How wealth and asset managers can build stability in 2023
Jan 09, 2023
Own a wealth and asset management firm and want to secure success? Start here.
Jun 09, 2021
Starting the conversation: 6 succession planning tips for dealership owners
Nov 14, 2019
Running vs. Growing Your Business
May 08, 2018
Does Your Business Need a Physical?
Apr 25, 2018
The Missing Middle: Making Succession Planning Part of Your Business’s Strategy
Jan 10, 2018
Webinars
Build resilience through an effective cybersecurity plan
Mar 10, 2023
Developing a business resilience mindset through strategic planning
Feb 19, 2023
Using financials to create data-driven stability
Feb 06, 2023
Recorded Webinar: Is Your Business Transferable?
Oct 25, 2018
In The News
External News
Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy
CPA Practice Advisor | Aug 18, 2023
