家族办公室 · 2026 年 9 月第 4 周

Wealth Enhancement并购RWA Wealth Partners,强化超高资产家族办公室服务

Summit Partners · 2026-09-30

Wealth Enhancement将收购客户资产约224.6亿美元的RWA Wealth Partners,合并后逾1,871亿美元,藉其信托、遗产规划与家族治理能力补强超高资产客群服务。

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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