Wealth Enhancement Expands Family Office Services with Acquisition of RWA Wealth Partners
Wealth Enhancement has announced the acquisition of RWA Wealth Partners to enhance its family office capabilities through Reserve by Wealth Enhancement, a dedicated service for ultra-high-net-worth clients. The partnership aims to provide integrated financial planning and advisory services tailored to complex wealth management needs across generations. RWA's Family Office model is designed to address multifaceted client situations involving trusts, estates, tax strategies, business ownership, and philanthropy by combining the expertise of advisors with specialists in fiduciary, trust, and administrative functions. This acquisition strengthens Wealth Enhancement’s ability to serve clients typically managing $25 million or more in investable assets. Jeff Dekko, CEO of Wealth Enhancement, emphasized that RWA's experience will improve how they deliver complex financial planning services for high-net-worth individuals by adding depth in trusts, estates, and family governance. The integration is expected to offer a seamless execution model from strategy development through implementation.
Topics: acquisitions family office services wealth management