Announced
Completed
Synopsis
Beacon Pointe Advisors, an independent registered investment advisory firm, completed the acquisition of The Family Firm, an independent, fee-only financial advisory firm. Financial terms were not disclosed. "The Family Firm's female-led and family-rooted approach mirrors what we truly value, which is a business model that is deeply personal, community-focused, and built to last. We are excited to join forces and continue shaping the future of wealth management together," Shannon Eusey, Beacon Pointe Advisors CEO.
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