The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.
The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.
The foundation appointed a new cfo and treasurer to help oversee its finances and approximately $2.6 billion in assets after its previous finance head left to join a nearby real estate development, management and investment firm in the same position.