Wealth Enhancement is expanding its ultra-high-net-worth and family office capabilities through Reserve by Wealth Enhancement and a new partnership with RWA Wealth Partners, one of the largest woman-led registered investment advisers in the nation.
Families with significant, multigenerational wealth rarely face one financial decision at a time. A business sale can reshape taxes, liquidity, estate structures, investment strategy and philanthropy; a trust decision can affect several generations. Serving these families well requires more than advice delivered in separate disciplines. It requires an integrated view of each family’s financial life and a team that can carry the plan from strategy through execution.
RWA’s Family Office business was built around that reality. It serves ultra-high-net-worth individuals and multigenerational families whose wealth may span businesses, private investments, real estate, concentrated positions, charitable entities and multiple t
