Announcements

Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office Financial Clarity

NEW YORK–(BUSINESS WIRE)–Rockefeller Capital Management today announced it has reached a definitive agreement to acquire Financial Clarity Inc., a multi-family office based in Mountain View, California. The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.

NEW YORK–(BUSINESS WIRE)–Rockefeller Capital Management today announced it has reached a definitive agreement to acquire Financial Clarity Inc., a multi-family office based in Mountain View, California. The acquisitio… Read the full article here.

A New Kind of Family Office

Two San Francisco-based venture capitalists have launched a multifamily office for the newly wealthy that values your personal brand as part of your net worth. Read the full article here.

Duo managing $1.5 billion move to firm that operates network of family offices – InvestmentNews

Jonathan D. Williams and Kevin C. Curtis, who managed $1.5 billion at Wilmington Trust, are joining Summit Trail Advisors as partners and will open an office for the firm in Harrisburg, Pa.

Advisers on the Move

Jonathan Williams and Kevin Curtis will open office in Harrisburg, Pa. for Summit Trail Advisors

Jonathan D. Williams and Kevin C. Curtis, who managed $1.5 billion at Wilmington… Read the full article here.

Tamarind Partners, Inc. Unveils New Website

Partnering with The Mad Agency of Ft. Lauderdale, Florida, the comprehensive rebranding reflects Tamarind Partners’ strong competence in the industry and its unique approach to working with clients. The new positioning brings a clean, modern visual identity, characterizing the brand as dynamic, credible, innovative, trustworthy, and relational. Read the full article here.

Indian family office eyes expansion after acquisition – International Adviser

Plans to bolster its advisory platform, broaden geographical reach and improve its operating platform. Indian-based TIW Private Equity has acquired a majority stake in Bangalore-headquartered Credence Family Office.

By Robbie Lawther, 12 Aug 19

Plans to bolster its advisory platform, broaden geographical reach and improve its operating platform

… Read the full article here.