Overview

We operate as a multi-family office with entrepreneurial families that require high-touch services in all aspects of managing their resources. We partner with the family's advisors, many of whom we refer, to bring cohesive solutions. Net worth of our clients is below $200MM, so it doesn't make sense for them to create a family office.

The founder is 58 years old and is interested in exploring merger opportunities with a firm that has a similar culture and offering to allow for a smooth transition of our client base. We are also open to having conversations with qualified, experienced (10 years plus, preferably) individual advisors who are interested in joining a firm like ours and who is inclined to step in with the goal of acquiring ownership over time.

Market
RIA
Last Activity
within 3 months

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