Goldman Sachs Revamps Family Office Services to Meet Evolving Client Needs

November 19th, 2024, 2:30 PM

Goldman Sachs has revamped its approach to serving ultra-wealthy clients by merging its Ayco and Private Wealth Management family office service offerings. According to InvestmentNews, the integration is designed to create an advisor-led, family office solution.

InvestmentNews also reports that the new service offering includes two distinct components. The first is "Family Office Solutions." This option allows clients to access specific services à la carte, either on an as-needed or continuous basis. By leveraging fintech solutions, Family Office Solutions aims to provide a modern and digital approach to wealth management.

The second component is "The Private Family Office", which offers full-service family office capabilities under the Goldman Sachs Ayco umbrella.  

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Goldman Sachs Revamps Family Office Services to Meet Evolving Client Needs

November 19th, 2024, 2:30 PM

Goldman Sachs has revamped its approach to serving ultra-wealthy clients by merging its Ayco and Private Wealth Management family office service offerings. According to InvestmentNews, the integration is designed to create an advisor-led, family office solution.

InvestmentNews also reports that the new service offering includes two distinct components. The first is "Family Office Solutions." This option allows clients to access specific services à la carte, either on an as-needed or continuous basis. By leveraging fintech solutions, Family Office Solutions aims to provide a modern and digital approach to wealth management.

The second component is "The Private Family Office", which offers full-service family office capabilities under the Goldman Sachs Ayco umbrella.  

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All