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Press Release Alvarez and Marsal, Inc Establishes A&M Private Wealth Partners to Serve Ultra-High-Net-Worth Clients |
Issued by Alvarez & Marsal Oct. 29, 2024 |
New Wealth Management Entity Leverages A&M's Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience WEST PALM BEACH, Fla. -- Alvarez & Marsal, Inc. (A&M Inc) announced the launch of A&M Private Wealth Partners (AMPWP), a registered investment advisor (RIA) established as an independent affiliate of global professional services firm Alvarez & Marsal (A&M). AMPWP will provide comprehensive family office services to entrepreneurs, multi-generational families, and financial sponsor principals, aligning with A&M's legacy as trusted advisors specializing in value preservation and creation for complex businesses. "The RIA market is saturated, yet many firms remain sales-oriented and lack the comprehensive resources necessary to meet the intricate needs of the wealthiest families. We recognize that for ultra-high-net-worth clientele, their needs are as complex as the businesses we work with today," said Tony Alvarez II, Co-CEO of A&M. "We remain steadfast in our mission to bring objectivity and integrity to every situation and to every client we serve. Our strong commitment to value creation for our clients uniquely positions us to serve this market with the same client-first mentality that is our hallmark." The founding team of AMPWP comprises industry veterans from leading wealth management and consulting firms, each bringing deep expertise in wealth planning and investment management:
"Our vision at A&M Private Wealth Partners is to elevate the wealth management experience for ultra-high-net-worth clients," said Peter Sacripanti, AMPWP Chairman, who played a key role in the AMPWP formation. "With a fiduciary-first mindset, our emphasis is on delivering personalized and integrated financial strategies that address the unique complexities of our clients' lives. With deep industry knowledge across all facets of wealth management, we are well-equipped to guide our clients through their financial journeys." "What is exciting is that we are unveiling a very differentiated approach to the market," said Michael Calkin, AMPWP Practice Leader. "In today's complex financial landscape, clients seek trusted advisors and operators who understand their needs, both personal and professional. We have purposefully assembled a best-in-class team to provide holistic wealth management advice at a level that we believe is unmatched in the market today. Our platform empowers our clients to navigate their financial futures with confidence." AMPWP launches with a team of 20 members, including seven partners, and will operate from its headquarters in West Palm Beach, Florida, with additional offices in New York City, Atlanta, and Los Angeles. The firm is committed to becoming a leader in wealth management, offering customized financial strategies for ultra-high-net-worth clients with a focus on wealth preservation across generations. About Alvarez & Marsal Private Wealth Partners A&M Private Wealth Partners (AMPWP) will operate as an independent affiliate of Alvarez & Marsal, a leading global professional services firm that provides advisory, business performance improvement and turnaround management services since 1983. Established to address the unique needs of ultra-high-net-worth clients, AMPWP delivers comprehensive wealth management solutions, including investment advice, wealth planning, and family office services. Drawing on A&M's extensive expertise in tax strategy, corporate transactions, and private equity advisory, AMPWP is committed to providing tailored, client-centric strategies that enhance wealth preservation and support the long-term objectives of families and financial sponsors. For additional information, please visit the A&M Private Wealth Partners website at www.ampwp.com. |
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