A recently launched independent wealth management in Lafayette landed a strategic investment from a national growth accelerator.
Family Office Partners, which oversees approximately $2.5 billion in client assets under supervision, got an investment from Elevation Point, also a minority stake partner for independent advisors and breakaway firms, both companies announced this week.
The Lafayette team is led by a seasoned group of private wealth advisors formerly affiliated with UBS. It was established as a fully independent firm designed to meet clients’ evolving needs without limitations…