Wealthspire Unveils Integrated Family Office for Ultra-Wealthy Families

Wealthspire Advisors has launched Wealthspire Family Office, a new platform designed to deliver coordinated advisory services for ultra-high-net-worth families with complex financial and multigenerational planning needs. 

The initiative represents the firm’s next phase of strategic development following last year’s capital restructuring and integration efforts. The platform combines expertise from Wealthspire, Fiducient Private Client and Ground Control to create a unified family office offering. 

The service currently supports more than 300 families representing nearly $50 billion in assets, with the average client relationship exceeding $130 million. Each family works with a lead advisor who coordinates a broader advisory team spanning wealth strategy, family office accounting, investments, lifestyle services and financial operations while maintaining a single point of contact. 

Chad Tischer, managing director and chair of the Wealthspire Family Office Council, said affluent families are facing increasingly complex decisions and are seeking a structured advisory model that provides consistency across financial, personal and generational planning needs. 

Wealthspire said the platform is designed to deliver that coordination through integrated services that include tax and estate planning, single-family office structuring, legacy and succession planning, family governance and financial education. 

The firm oversees nearly $600 billion in assets under management or advisement across its broader advisory platform.