Barron’s profiled the launch of Alvarez & Marsal Private Wealth Partners, an RIA affiliated with Alvarez & Marsal, focusing on ultra-high-net-worth families, including owners with assets concentrated in private businesses, who are preparing for liquidity events and generational transfer. The article notes AMPWP’s fiduciary, advice-only model, which features no proprietary products, a long-term outlook, and initial offices in West Palm Beach, New York, Los Angeles, and Atlanta.
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.
Media Contacts
Prosek Partners
Abby Rex-Groves and Erica Warfield
Pro-AMPWP@prosek.com
323-500-0922