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Municipal Bonds: Ignore The Noise, Focus On Fundamentals
In the world of municipal finance, fear sells. Bold headlines and dire predictions can move markets, often faster than facts. The latest panic button? A New York Post article warning that New York City is teetering on the edge of a 1970s-style financial collapse, conjuring memories of near-default and fiscal ruin. But history rarely repeats […]
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Maximizing Transparency and Efficiency in Municipal Bond Management
Introduction The municipal bond market has long been a highly appealing investment vehicle for ultra-high-net-worth (UHNW) investors, offering a unique combination of stability, tax efficiency, and reliable income generation. As a tax-exempt asset class with a historically low default rate, municipal bonds provide a dependable and secure way to preserve and grow wealth while mitigating […]
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Maximizing Transparency And Efficiency In Municipal Bond Management
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Municipal Bond Management at A&M Private Wealth Partners: An Institutional Vision for Ultra-High-Net-Worth Clients
Municipal bonds are often viewed as a stable yet overlooked corner of the fixed-income market. At Alvarez & Marsal Private Wealth Partners (AMPWP), we see these securities through a different lens—one that transforms them into a powerful cornerstone of wealth preservation and tax advantaged income for ultra-high-net-worth (UHNW) clients. By applying an institutional total return […]
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Navigating Severe Weather Risks In The Municipal Bond Market
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Building Better Family Offices: A Partnered Approach to Wealth Management
Building Scalable and Customized Family Office Solutions The traditional family office model, while effective for those with vast resources, is not always practical for families in the $100 million to $750 million wealth range. These families require institutional-grade services but often lack the scale to build fully integrated in-house teams. This is where the concept […]
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The Future of Wealth Advisors: Strategies for a Disrupted World
In a world roiled by economic, technological, and geopolitical disruption, the financial landscape for ultra-high-net-worth (UHNW) families has become a maze of complexity. Addressing these challenges isn’t just a professional endeavor for me; it’s a mission built on decades of leadership and deep financial expertise. From my tenure as CEO of Andersen Worldwide to more […]
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A Vision For AMPWP: Wealth Management With Integrity And Purpose
Introduction: A Client-First Vision Creating AMPWP has been an inspiring journey for the entire AMPWP team. We have been guided by a vision that I developed with Bryan Marsal when the decision was made to enter the wealth management space. The concept was straightforward yet transformative: establish a wealth management firm rooted in Alvarez & […]
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Building A Wealth Management Firm That Puts Clients First
A Client-First Approach After decades in wealth management, I’ve seen it all—banks, private equity firms, and countless advisors. I’ve worked on both the buy and sell sides, managed a family office, and advised ultra-wealthy families at large institutions. But something critical was missing. Too many firms push products or chase short-term wins instead of focusing […]
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Management Consulting Firm Alvarez & Marsal Launches RIA
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others. Alvarez & Marsal, a New York-headquartered management consulting firm dating back to 1983, has launched a registered investment advisor. A&M Private Wealth Partners will provide family office services to ultra-high-net-worth families with more than […]
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Alvarez & Marsal Enters The Ultra-High-Net-Worth RIA Arena
The firm’s is wooing mega-affluent clients in New York, California and other wealth hubs with experienced leaders from top financial firms. Alvarez & Marsal, the global professional services firm, is expanding its reach in the ultra-high-net-worth space with the launch of a new RIA affiliate. On Monday, the firm announced the formation of A&M Private […]
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Alvarez & Marsal Announces Leadership For New RIA Spinoff
A&M Private Wealth Partners, based in West Palm Beach, Fla., launches with 20 employees spread across four offices around the country managing roughly $103m in client assets. Multinational management consultancy Alvarez & Marsal has announced the executive team that will lead its new RIA business, largely composed of industry veterans from major banks. Citywire broke the […]
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New RIA Looks to Serve Super-Rich Clients Whose Assets Are Tied Up in Private Business
With trillions of dollars set to transfer from aging baby boomers to younger generations, a new registered investment advisor firm is launching with an eye toward helping extravagantly wealthy families manage that transition. Alvarez & Marsal Private Wealth Partners is launching under the aegis of Alvarez & Marsal Inc., an affiliate of the eponymous global […]
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Alvarez & Marsal, Inc Establishes A&M Private Wealth Partners To Serve Ultra-High-Net-Worth Clients
New Wealth Management Entity Leverages A&M’s Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience WEST PALM BEACH, October 28, 2024 – Alvarez & Marsal, Inc. (A&M Inc) announced the launch of A&M Private Wealth Partners (AMPWP), a registered investment advisor (RIA) established as an independent affiliate of global professional services […]