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Ashbridge

March 8, 2010

2009 closed with two notable family office mergers. Is a new era of consolidation unfolding or do family offices require more creative solutions to succeed?

The volatility in global asset prices and the regulatory response to that volatility has lit a torch paper under the family office model. Almost every family has had to assess, to some extent, whether the model they have in place proved sufficiently robust and whether it continues fully to serve their needs. Contemplating some kind of consolidation or merger comes as part and parcel of that process, writes Cherry Reynard. 

October 30, 2009

Two US-based multifamily offices have signed a letter of intent aimed at creating a single, independent and family-owned wealth services firm for families.

Two US-based multifamily offices have signed a letter of intent aimed at creating a single, independent and family-owned wealth services firm for families.

Threshold Group, a wealth management and family services firm headquartered in Washington state, and Ashbridge Investment Management, a Philadelphia-based family wealth management office, were independently founded and owned by the Russell and Grace families respectively.

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