家族辦公室 · 2026 年 9 月第 4 週

Wealth Enhancement併購RWA Wealth Partners,強化超高資產家族辦公室服務

Summit Partners · 2026-09-30

Wealth Enhancement將收購客戶資產約224.6億美元的RWA Wealth Partners,合併後逾1,871億美元,藉其信託、遺產規劃與家族治理能力補強超高資產客群服務。

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.

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