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Announced

Completed

Beacon Pointe Advisors completed the acquisition of The Family Firm.

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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