Heather Flanagan joins as Head of Family Office Services
New York, March 7, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services. In this role, Flanagan will oversee the firm’s enhanced family office service platform, as well as the firm’s trust and estate services.
“We’re thrilled to welcome Heather to our executive team,” said Eric Sontag, president and chief operating officer of Wealthspire. “She brings decades of experience in building teams and solutions for wealthy families in need of highly complex planning. One of Wealthspire’s priorities over the next few years is to enhance our Family Office Services platform, and we couldn’t be more excited to have Heather on board to lead the effort.”
Flanagan joins Wealthspire from Rockefeller Capital Management where she was managing director and head of trust fiduciary and family office services. Prior to Rockefeller, she was with HSBC Private Banking as managing director – head of private wealth solutions – Americas and with PNC Wealth Management as a director. She also worked as a trusts & estates attorney in private practice and as a philanthropy advisor. Flanagan received her Master of Laws – LLM, Taxation from the University of Florida’s Fredric G. Levin College of Law and her JD from Creighton University School of Law. She was also named a 2020 Notable Woman in Finance by Crain’s New York Business.
“The opportunity to harness Wealthspire’s talent in a unified way is truly exciting,” said Flanagan. “Wealthspire’s people are at the industry’s forefront, and the culture of collaboration is palpable. I look forward to joining the Family Office Services team and elevating the platform to the next level.”
Wealthspire Advisors currently oversees more than $6 billion for ultra-high net worth clients of its approximately $17.4 billion of assets under management across a national platform of 18 offices in 10 states.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 18 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).
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