Curated News
By: NewsRamp Editorial Staff
February 24, 2025
Robertson Stephens Launches Innovative Family Office for Select Clients
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- Robertson Stephens hires Bruce Stewart to launch a unique family office for ultra-high-net-worth clients, offering specialized services beyond traditional multi-family offices.
- Bruce Stewart, with 25 years of experience, will develop a practice tailored for families with sophisticated needs beyond what traditional multi-family offices provide.
- The launch of Robertson Stephens' family office provides select clients with access to valuable services, enhancing the financial landscape for ultra-high-net-worth families.
- Bruce Stewart, a seasoned expert, brings wealth management experience to build a differentiated family office solution for clients seeking specialized and sophisticated financial services.
Impact - Why it Matters
This news highlights a new approach to serving ultra-high-net-worth clients with complex needs, providing a specialized service that falls between traditional multi-family and single-family offices. The hiring of Bruce Stewart demonstrates Robertson Stephens' commitment to offering tailored solutions for wealthy families looking for a more sophisticated wealth management experience.
Summary
Robertson Stephens hires Bruce Stewart to launch a family office for ultra-high-net-worth clients with more sophisticated needs, bridging the gap between multi-family and single-family offices. Stewart brings over 25 years of experience in building and advising single-family offices, offering unique and highly valuable services without the high expenses of a single-family office.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Robertson Stephens Launches Innovative Family Office for Select Clients
