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  1. Oct 18, 2024 · The Rockefeller family office, established in 1882, is widely regarded as the first full-service single-family office in the U.S. Originally named Rockefeller & Co., it rebranded as Rockefeller Financial in 2010, continuing its long tradition of managing and growing family wealth, now being active as multi family office.

  2. Jul 31, 2024 · There’s a reason why our 2023 report showed New York has the most family offices in the U.S.. Synonymous with finance and commerce, New York hosts Wall Street, the world’s financial hub ...

  3. Jun 12, 2024 · Clockwise from top left are Tom McCullough of Northwood Family Office, Marvin Schmidt of The Schmidt Investment Group/CIBC Private Wealth, Anik Lanthier of Richter Family Office, Chris Foster of Foster Family Office, and Declan Ramsaran of PANGEA Private Family Offices. The slowing Canadian economy is leaving wealth managers treading carefully ...

  4. Aug 21, 2024 · Address. 925 West Lancaster Ave Suite 220 Bryn Mawr, PA 19010 Tel: (610) 642-1481

  5. Jan 23, 2024 · Richter, a leader in business advisory and family office services, is pleased to welcome Anik Lanthier to the newly created position of Chief Investment Officer of Richter Family Office (RFO).

    • CNW Group
  6. Jan 23, 2024 · Nancy joined Richter in 2014 and the Family Office Services team in 2016, where she had an instrumental role in its growth and success, and leads the implementation, support, and management of ...

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  8. Jan 23, 2024 · Nancy joined Richter in 2014 and the Family Office Services team in 2016, where she had an instrumental role in its growth and success, and leads the implementation, support, and management of family office services for ultra-high-net-worth families.

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