Wealthspire Launches Family Office Platform
Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement, has launched Wealthspire Family Office, the next phase in the firm’s evolution following its capital restructuring and integration initiatives last fall.
The platform brings together capabilities from Wealthspire, Fiducient Private Client, and Ground Control to deliver an offering for ultra-high-net-worth families navigating complex, multi-generational financial lives.
Wealthspire’s Family Office currently serves over 300 families representing close to $50 billion in total assets under management (AUM), with an average family relationship exceeding $130 million in AUM. Clients are supported by a lead advisor who manages a broader personal advice team, coordinating specialized professionals across wealth strategy, family office accounting, investments, lifestyle and financial operations as needed, while preserving a single, consistent advisory relationship.
“Families with significant wealth are making more consequential decisions more often,” said Chad Tischer, managing director and chair of the Wealthspire Family Office Council. “What they value is a coordinated approach that brings discipline to the process and continuity to the relationship. This launch reflects our ability to deliver on the synergies we outlined last fall, integrating our businesses in ways that directly enhance the client experience.”
Wealthspire provides in-house tax and estate planning, including strategy design, single-family office structuring, legacy planning, family meeting facilitation, financial education, and lifestyle coordination.
“Wealthspire’s Family Office is central to how we serve our most complex Private Client relationships,” said Eric Sontag, president of Wealthspire Private Client. “It gives our clients and their families access to a broad bench of expertise while preserving clarity, continuity, and a single point of leadership across their financial lives. As our clients’ needs evolve, we remain committed to deepening the coordination and support we bring to every family we serve.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.