Lido Advisors has taken another step in its inorganic growth strategy with a deal to merge in a multigenerational planning firm in its Los Angeles home base. On Tuesday, Lido announced its latest ...

Metairie-based wealth management firm Bienville Capital Group has been named to the 2026 Forbes Best-In-State Wealth Management Teams list for ...

After Communify acquired Fincentric in August, the newly combined Communify Fincentric, based in Santa Monica, launched its new and improved wealth management solutions utilizing the expertise of each ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The acquired firms have a ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...