New York, NY and Philadelphia, PA (January 7, 2013)-- Forbes Family Trust, a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups, ...

NEW YORK & PHILADELPHIA--(BUSINESS WIRE)--FWM Holdings, the parent company of Forbes Family Trust and LGL Partners, multi-family offices focused on ultra-high-net worth families (the “Company”), today ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. I wrote Monday that the wealth-management firms associated ...

FWM Holdings, the parent company of multi-family offices Forbes Family Trust and LGL Partners, agreed to buy Optima Fund Management, an early fund-of-funds player with $2 billion in assets. Founder ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The wealth-management firms associated with the Forbes and ...

Forbes Family Trust, the multifamily office started by the Forbes family and others, agreed to a strategic partnership with LGL Partners to share resources such as investment advisory and ...

Stanhope Capital and FWM, which is backed by Wealth Partners Capital Group, have agreed to merge to form a wealth management and advisory firm. No financial terms were disclosed. LONDON & NEW ...

LGL Partners LLC trimmed its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,864 shares of the ...

LGL Partners LLC trimmed its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 9.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,904 shares of the computer ...