Delivering coordinated investment, planning, tax planning, trust, and financial operations - now with greater depth, scale, and specialized talent

Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement,¹ today announced the launch of Wealthspire Family Office, the next phase in the firm’s strategic 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 a fully integrated offering for ultra-high-net-worth families navigating complex, multi-generational financial lives.

Wealthspire supports thousands of families nationwide, including a growing group of families with significant complexity. The launch formalizes and expands these capabilities under a unified service model built for families with increasing scale and sophistication. 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.¹ 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. By combining a family office approach with institutional scale, Wealthspire Family Office offers continuity, depth of expertise, and a broad professional bench while maintaining a highly personalized client experience. The platform emphasizes execution and follow-through, with consistent implementation across investments, tax, estate, and operational decisions.

“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.”

For more information on Wealthspire’s Family Office services, please visit www.wealthspire.com/family-office-services.

About Wealthspire
Wealthspire is an independent wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com.

1 Reflects combined data as of 6/30/25 for Wealthspire Advisors LLC, Fiducient LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth, Inc and affiliates unless otherwise indicated.

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