Alvarez & Marsal (A&M) has expanded its offerings with the establishment of A&M Private Wealth Partners (AMPWP), a registered investment advisor (RIA) to serve ultra-high-net-worth clients.
Functioning as an independent affiliate of Alvarez & Marsal, AMPWP will offer family office services, investment advice, and wealth planning to entrepreneurs, multi-generational families, and financial sponsor principals.
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AMPWP, with a founding team of 20 members, including seven partners, is headquartered in West Palm Beach, Florida, and will also operate from New York City, Atlanta, and Los Angeles.
Peter Sacripanti, former chairman of the McDermott Will & Emery law firm, chairs the new entity.
Sacripanti said: “”With a fiduciary-first mindset, our emphasis is on delivering personalised and integrated financial strategies that address the unique complexities of our clients’ lives.
“With deep industry knowledge across all facets of wealth management, we are well-equipped to guide our clients through their financial journeys.”
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By GlobalDataMichael Calkin, with two decades of experience at JP Morgan and Citi Private Bank, takes the role of Practice Lead.
Calkin said: “In today’s complex financial landscape, clients seek trusted advisors and operators who understand their needs, both personal and professional.
“We have purposefully assembled a best-in-class team to provide holistic wealth management advice at a level that we believe is unmatched in the market today. Our platform empowers our clients to navigate their financial futures with confidence.”
Jonathan Fitzgerald will oversee wealth planning, while Michael Murgio steps in as chief investment officer.
Takuya (Taki) Kisaka will lead the fixed income team, and John Ralls will spearhead business development. Senior advisor Joseph Berardino, former CEO of Andersen Worldwide, will ensure clients have access to A&M’s resources.
In February this year, A&M formed a partnership with Pactio, a platform providing digital architecture for private capital, catering to investors, lawyers, tax advisers, and fund administrators.
