Day: June 24, 2020

Family Office News

Advisors

Creative Planning Acquires Sunrise Advisors

Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.

Read More »
Family Offices

Multi-Family Office Opens VCC

The independent, full-service wealth manager specializing in bespoke family office solutions will streamline investments through a series of fund strategies to cater to Asia’s high net worth individuals and single-family offices.

Read More »