Announced
Financials
Tags
wealth management
Majority
Asset Managers and Custodians
Acquisition
Pending
Domestic
Private Equity
Private
United States
Single Bidder
Friendly
Synopsis
Rockefeller Capital Management, an independent, privately-owned financial services firm, agreed to acquire Whitnell & Co, a wealth management, financial planning and multi-family office services firm. Financial terms were not disclosed. "The Whitnell team’s planning-led focus, extensive experience, scope of services and location make it an excellent addition to our Family Office. The Midwest is a key region for our national expansion, as our footprint continues to geographically align with where Americans build businesses and create wealth. As we unite our businesses, we will be better positioned to serve our clients and offer robust solutions to solve for the complex challenges they may face," Timothy O’Hara, Rockefeller Capital Management President of the Family Office.
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