Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today a new partnership with The Ultra-High-Net-Worth Institute (UHNW Institute), a nonprofit elevating the wealth management industry to a new standard so families and their advisors can maintain meaningful relationships from one generation to the next. Through the partnership, Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry.

The UHNW Institute is an organization for financial service providers who work to empower ultra-high-net-worth families and family offices with an understanding of the wealth management industry so that they can make the best possible choices to meet family needs across generations. The organization provides insights and resources to help advisors best serve their ultra-high-net-worth clients.

“As we continue to expand our Family Offices Services division at Wealthspire Advisors, we are excited to join and partner with The UHNW Institute,” said Heather Flanagan, Head of Family Office Services at Wealthspire Advisors. “Wealthspire has a track record of excellence when it comes to serving our clients, and the resources and peer-to-peer collaboration opportunities provided by The UHNW Institute will give our advisors an additional edge. We are looking forward to seeing where our partnership takes us.”

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 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 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. © 2023 Wealthspire Advisors

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