Americana Partners Launches Family Office Group to Offer Coordinated Wealth Management for Ultra-High-Net-Worth Clients

Americana Partners has launched the Americana Partners Family Office Group, a dedicated multi-family office practice aimed at serving ultra-high-net-worth individuals and families. The new group unifies specialized expertise under one brand, offering clients a centralized advisory relationship to manage complex financial decisions more effectively. The initiative is led by Matt Celenza, Managing Director & Partner, who brings decades of experience advising entrepreneurs and executives in Southern California. This launch follows Americana Partners' 2026 acquisition of NRT Consulting, which enhanced the firm's ability to provide comprehensive services such as accounting, bill pay, and cash-flow forecasting. The Family Office Group is designed to address the interconnected nature of modern wealth management by coordinating business ownership, tax strategy, estate planning, lending, philanthropy, and multi-generational planning. The group aims to expand nationally in line with Americana Partners' growth as a premier independent wealth management platform.

By Americana Partners · PR Newswire ·

Americana Partners Launches Family Office Group to Offer Coordinated Wealth Management for Ultra-High-Net-Worth Clients

Topics: family office services financial advisory wealth management

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