AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the launch of AlphaCore Streamline, a dedicated family office affiliate formed through the acquisition of Streamline Family Office. The move advances the AlphaCore group's national footprint and strategy of building a next-generation wealth management platform while expanding the firm's capabilities for ultra-high-net-worth families through a separate family office affiliate.
Headquartered in Dover, Mass., Streamline is a women-founded and women-led family office, guided for more than 25 years by founder and CEO Katie Sullivan. The firm provides pure, independent family office services to ultra-high-net-worth families and is supported by a 15-person team, including chief relationship officer Amy Johnston; COO Rebecca Sliwoski, CFO Trisha Presley and family adviser leader Andrea Longo Carter. The team brings institutional knowledge shaped by years of navigating the complexities of significant wealth
