Why most rich families lose their fortunes — and how 5 kinds of 'capital' can save them, says a legendary advisor

Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.
MarketWatch

MAI Capital Management Announces Expanded Office of Managing Partners Appointments Following Strategic Acquisition of Evoke Advisors

MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced it has completed its strategic ...

Waverly Advisors Makes Back-to-Back Acquisitions. Assets Climb to $26 Billion.

Lawrence Hood, Pacific Portfolio’s founder and CEO, was recently named No. 75 on Barron’s 2025 Top 100 Independent Advisors ...
Monitordaily

Capital Advisors Group Expands Debt Finance Consulting Team with Griffor as Managing Director

Capital Advisors Group, an independent SEC-registered investment advisor specializing in institutional cash investments, risk management and debt finance consulting, added Jeff ...

Waverly Advisors Acquires Bridge Creek Capital Management

Waverly Advisors, LLC ("Waverly"), a federally registered investment adviser ("RIA") that specializes in investment management, financial planning and wealth management solutions for a diverse group ...
Rochester Business Journal

Woodring | LeRoy Capital Advisors brings holistic wealth management approach to region

Woodring | LeRoy Capital Advisors opened a Rochester area office, blending local roots with national resources.
Crain's Cleveland Business

MAI Capital forms managing partners group after Evoke Advisors deal

Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...

ACT Capital Advisors Expands to Miami: Juan Ortega to Lead New Office as Gateway for Cross-Border M&A Between North and Latin America

ACT Capital Advisors, a North American mergers & acquisitions firm, is pleased to announce the opening of its new location in Miami, Florida.
WealthManagement.com

MAI Capital Announces Reorganization After Evoke Deal

MAI Capital Management has named a new leadership team following the completion of an acquisition it sealed in August for Los Angeles-based Evoke Advisors, which more than doubled MAI’s assets under ...