Announced
Financials
Tags
Private
Single Bidder
Private Equity
wealth management
Natural
United States
Pending
Acquisition
Private Equity
Synopsis
Rockefeller Capital Management today announced it has reached a definitive agreement to acquire Financial Clarity Inc., a multi-family office based in Mountain View, California. Financial terms were not disclosed. The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California. “Since our founding, we have advised wealthy families on multi-generational planning, trust and estates structuring, investment advisory and areas of philanthropy that are most important to them. I greatly look forward to becoming a part of the Rockefeller team to continue this tradition.” Stan Young, Founder, Financial Clarity.
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