Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement, today announced the launch of Wealthspire Family Office. The move marks the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.
The new platform integrates capabilities from Fiducient and Ground Control to deliver a unified offering for ultra-high-net-worth families managing complex, multi-generational financial lives. Wealthspire supports thousands of families nationwide, including a growing segment with significant financial complexity, and the launch formalizes these services under a single, coordinated model.
Wealthspire’s Family Office currently serves more than 300 families representing close to $50 billion in total assets under management, with the average family relationship exceeding $130 million in AUM. Clients are paired with a lead advisor who oversees a broader personal advice team, coordinating specialists across wealth strategy, family office accounting, investments, lifestyle management, and financial operations while maintaining a single advisory relationship.
The firm provides in-house tax and estate planning services, including strategy design, single-family office structuring, legacy planning, family meeting facilitation, financial education, and lifestyle coordination. By combining a family office model with institutional scale, the platform aims to offer continuity, depth of expertise, and consistent execution across investment, tax, estate, and operational decisions.
With more than 1,200 employees across over 40 offices, Wealthspire serves individuals, families, endowments, and institutions throughout the United States, Canada, and the United Kingdom. The firm offers a comprehensive platform spanning wealth management, institutional consulting, business management, family office, and retirement plan advisory services.
KEY QUOTES:
“Families with significant wealth are making more consequential decisions more often. 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.”
Chad Tischer, Managing Director And Chair Of The Wealthspire Family Office Council
“Wealthspire’s Family Office is central to how we serve our most complex Private Client relationships. 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.”
Eric Sontag, President Of Wealthspire Private Client
