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Financial Advisory  + RIAs & Financial Advisors  + Wealth Management  | 
Wealthspire Unveils Integrated Family Office Platform for Ultra-Wealthy Families

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. 

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Wealthspire Family Office

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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