Latest Headlines
Jonathane Ricci and JR Wealth Management Introduce Comprehensive Family Office Service, Wealth Preserver, for Multi-Generational Wealth
JR Wealth Management, a leading provider of bespoke wealth management solutions, today announced the launch of its comprehensive Family Office service, Wealth Preserver, designed to address the unique complexities of managing substantial wealth across generations. Led by Founder and CEO Jonathane Ricci, this new offering provides high-net-worth families and ultra-high-net-worth families, business owners, and high-ranking executives with a holistic suite of services tailored to their specific needs.
Family Office Networks Unveils FON Media as a Premier Source for Family Office News and Luxury Content
Family Office Networks is excited to announce the launch of FON Media, an innovative brand extension designed to provide exclusive, curated news and insights to a distinguished audience of family offices, private investors, asset managers, and service providers. FON Media will deliver a wealth of information on topics that matter most to the global elite, including both investment strategies and the world’s most opulent luxuries.
New RIA Looks to Serve Super-Rich Clients Whose Assets Are Tied Up in Private Business
With trillions of dollars set to transfer from aging baby boomers to younger generations, a new registered investment advisor firm is launching with an eye toward helping extravagantly wealthy families manage that transition.
Alvarez & Marsal Private Wealth Partners is launching under the aegis of Alvarez & Marsal Inc., an affiliate of the eponymous global consulting firm Alvarez & Marsal Holdings.
Homrich Berg Opens Tampa Office With Experienced Family Office Advisors and Welcomes Larry Parkin to Lead Florida Market
Homrich Berg (HB), a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast, welcomes industry veteran Larry Parkin, CFP® and an experienced family office wealth advisor team he previously led in Tampa to support its growing footprint in Florida. Parkin joins the $18 billion firm as Principal and Florida Market Leader to head up the new Tampa office, the company’s second location in the state after opening in Palm Beach Gardens in 2021.
Dan Lounsbury Family Office Expands Services with Ultra High Net Worth Division in Cayman Islands
The Dan Lounsbury Family Office has announced the launch of its new Ultra High Net Worth (UHNW) division, marking a significant expansion of its services. This specialized division is dedicated to providing expert guidance and support to clients seeking a foothold in the Cayman Islands, offering comprehensive services in offshore banking, trusts, and other wealth management solutions.