The Curator Ad Litem then compiles a detailed report, which should contain two independent letters from certified medical practitioners who have examined the patient and are of the opinion that the patient is unable to manage their own affairs. This report is then served on the offices of the Master of the High Court, who then is responsible for approving the application for a Curator Bonis. The Master's office then compiles a report in which it either supports or rejects the application.
He's not just an advisor. He rewrote the playbook for independent advisors seeking to create a business with real value. When he sold half his firm in 2005 for more than $100 million to Sanders Morris Harris Group, the Houston-based financial services firm founded by George Ball (onetime boss of both Prudential-Bache and . Hutton)-Edelman showed one could build a firm of independent advisors that would have equity beyond the fees it earned. Up to that point, that model was only associated with broker-dealers and a handful of large RIAs specializing in asset management.