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August 10, 2010 at 08:00 PM
Silver Bridge, an independent wealth advisory firm headquartered in Boston, announced Tuesday, July 20, that it had agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique.
A team of Martim de Arantes Oliveira, the former head of H&S, and two colleagues at the firm will make up Silver Bridge’s West Coast operation, with a focus on multigenerational and entrepreneurial wealth.
Simultaneous with the acquisition of H&S, the firm will launch Silver Bridge Family Office Partners, a boutique dedicated to the needs of complex and sophisticated families and family offices. Family Office Partners is led by Allison Taff, a principal at Silver Bridge, who joined the firm from Fidelity Family Office Services.
According to the announcement, Family Office Partners will work with a wide range of clients, including families who need help building and designing their own family office as well as those seeking alternative ways to manage family wealth without establishing their own family office. In addition, the firm will work in concert with formalized family offices by offering specialized consulting services and outsourced solutions to help them effectively sustain their practice, minimize overhead expenses and gain insight into industry best practices.
