Home to elite advisors, the company Sanctuary Wealth has invested in Innovise Family Wealth Advisors. The firm is a multi-family office and advisory firm based in Los Angeles and focuses on providing customers with solutions and advice that is customized, innovative, and efficiently managed.
Although Innovise was previously known as Audent Family Wealth Advisors, it has now taken on a new name to launch this new partnership.
This investment will advance Sanctuary Global Family Office and re-establish their other expansions into international family office services. It will also complement their office opening in Miami and their need to focus on Latin American Markets.
“InnoVise has rapidly become a highly successful multi-family office and like Sanctuary Wealth, they are positioned for continued dynamic growth. Our investment allows the launch of Sanctuary Global Family Office, which will be led by InnoVise’s Brian Weiner, and will provide the advisors in our network with a wide range of family office services,” said CEO and Founder of Sanctuary Wealth, Jim Dickson.
According to Dickson, the investment was a natural move in the evolution of the company and their plans to make strategic investments to further strengthen their platform. Furthermore, he also said that Innovise offers the best family office with ultra-high-net-worth solutions that they can also offer to better serve the clients in their existing partner firms.
“I’m thrilled for the opportunity to work with Sanctuary advisors and to offer our planning and tax strategies to help their clients prosper during these times of unprecedented uncertainty,” said Co-Founder and Partner of InnoVise Family Wealth Advisors Michael Winn. “As a member of Sanctuary’s network, we will be able to help them prepare their clients for likely income tax and estate transfer changes over the next few years,” he added.
About Sanctuary Wealth
Sanctuary Wealth is a platform used by elite advisors that have the opportunity to own, create, and tailor their practices to clients. It’s partner firms in it’s network are based across 21 states and hold more than $17bn in assets under advisement.
Sanctuary believes that the partnership will provide quality service to clients and contribute to the growth of both firms. The two firms will offer pre-event planning services that can also lead to asset management services, and estate planning.
Innovise offers experience in global family offices and strategically complements Sanctuary Wealth’s alternative and private investment platform. Innovise will vet and source unique strategic ventures, private transactions, and real estate. This will provide Sanctuary Wealth with opportunities that are usually available to large family offices and institutional investors.