A&M Private Wealth Partners (AMPWP), a registered investment adviser (RIA), has been established as an independent affiliate of global professional services firm Alvarez & Marsal (A&M).
AMPWP will provide comprehensive family office services to entrepreneurs, multigenerational families and financial sponsor principals. The RIA has kicked off with a team of 20 members, including seven partners, and will operate from its headquarters in West Palm Beach, Fla., with additional offices in New York City, Atlanta and Los Angeles.
The firm will offer customized financial strategies for ultra-high-net-worth clients, with a focus on wealth preservation across generations.
“Our vision at A&M Private Wealth Partners is to elevate the wealth management experience for ultra-high-net-worth clients,” said Peter Sacripanti, AMPWP chairman, who played a key role in the AMPWP formation. “With a fiduciary-first mindset, our emphasis is on delivering personaliz
