Wealth Enhancement、RWA Wealth Partnersを買収 超富裕層向けファミリーオフィス機能を強化
Summit Partners · 2026-09-30
Wealth Enhancementが顧客資産約224.6億ドルのボストンのRWA Wealth Partnersを買収へ。統合後の資産は1871億ドル超。RWAの信託・遺産計画・ファミリーガバナンスの知見で、2500万ドル以上の超富裕層向けサービスを拡充。
Wealth Enhancement to acquire RWA Wealth Partners, bolstering UHNW family office offering
Wealth Enhancement agreed to buy Boston-based RWA Wealth Partners, with about $22.46bn in client assets, lifting combined assets above $187.1bn and adding trust, estate and family governance expertise for its $25m-plus client tier.