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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. The post How financial advisors can get family offices and high net worth individuals as clients appeared first on Sara Grillo. How do I meet them?”

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Navigating Retirement as a High-Net-Worth Individual

Integrity Financial Planning

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

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Charlesbank Capital Partners wraps up third credit fund at $1.5bn

PE Hub

Charlesbank Credit Opportunities Fund III's LPs include public and corporate pensions, endowments, foundations, financial institutions, asset managers and family offices, as well as high-net-worth individuals. The post Charlesbank Capital Partners wraps up third credit fund at $1.5bn appeared first on PE Hub.

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American Discovery Capital closes second fund at $190m

Private Equity Insights

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up ADF II received commitments from existing and new investors including wealth managers, family offices and high net worth individuals, over 17% of which came from ADC’s partners and employees.

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Genstar-backed Cetera Holdings acquires financial advisor TRPG

PE Hub

TRPG serves high-net-worth individuals, families and retirees and manages approximately $1.4 billion in assets under management. The post Genstar-backed Cetera Holdings acquires financial advisor TRPG appeared first on PE Hub.

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Goldner Hawn Beats Target on Fund VIII

Private Equity Professional

Limited partners in Fund VIII include financial institutions, foundations, state pension plans, insurance companies, as well as family offices and high net worth individuals. Goldner Hawn has held an above target close of its eighth investment fund with $364 million in capital commitments.

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Harlan Capital Partners raises $130m for fifth fund

Private Equity Wire

HSOF V attracted support from family offices, high-net-worth individuals, wealth management firms, funds-of-funds and nonprofit endowments. According to a press statement, the new fund surpasses its predecessor, HSOF IV, which raised approximately $115m.