Curated News
By: NewsRamp Editorial Staff
February 24, 2025
Robertson Stephens Launches Family Office for Ultra-High-Net-Worth Clients
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- Robertson Stephens hires Bruce Stewart to launch a family office catering to ultra-high-net-worth clients, offering unique and valuable services.
- Stewart, with 25 years of experience, will develop a practice for families with sophisticated needs beyond traditional multi-family offices.
- The launch of the family office provides specialized solutions for families with complex needs, enhancing the wealth management experience.
- Stewart's background includes managing billions in assets for families, bringing a wealth of expertise to Robertson Stephens' innovative service.
Impact - Why it Matters
This news is significant for wealthy individuals seeking tailored financial services beyond traditional multi-family offices, without the high costs of establishing their own single-family office. Stewart's expertise will bring a new level of sophistication to wealth management at Robertson Stephens, providing clients with specialized solutions for their complex financial needs.
Summary
Robertson Stephens has hired Bruce Stewart to launch a family office catering to ultra-high-net-worth clients seeking more sophisticated services. Stewart brings 25 years of experience in single-family office advising and will provide unique offerings beyond traditional multi-family offices.
Stewart, previously of Spartan Risk Solutions and Bank of New York Family Office, will lead the new practice at Robertson Stephens, offering specialized solutions for families with complex needs. The move aims to bridge the gap between multi-family and single-family office services.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Robertson Stephens Launches Family Office for Ultra-High-Net-Worth Clients
