Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team

Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates

New York, July 11, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, announced today that Kadeidra Honey-Brooks will join the expanding Family Office Services division. This news comes after the March announcement naming Heather Flanagan Director of Family Office Services. Honey-Brooks will support family office and UHNW clients and their advisors across the firm.

“As we continue to expand our family office services for our most complex clients, we are excited to add Kadeidra to the team,” said Heather Flanagan, Director of Family Office Services at Wealthspire. “She brings a wealth of knowledge to our trusts and estates practice as an experienced estate planning attorney.”

Honey-Brooks joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years. Prior to that, she worked at a small law firm in Napa, CA. Honey-Brooks started her career in-house at U.S. Trust, Bank of America Private Wealth Management in New York, where she advised ultra-high-net-worth clients on effective preservation and transfer of assets. She earned her J.D. from Washington University School of Law and holds a master’s degree in Organizations and Leadership from the University of San Francisco.

“I am thrilled by the opportunity to join Wealthspire’s Family Office Services team,” said Honey-Brooks. “This is an exciting time to join Wealthspire as it grows and strengthens client offerings.”

Wealthspire Advisors currently oversees nearly $6 billion for ultra-high-net-worth clients of its nearly $20 billion of assets under management across its entities through a national platform of 19 offices in 10 states.

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor with 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

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Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Capital Group, LLC, and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2024 Wealthspire Advisors

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