Wealthspire Advisors LLC

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Wealthspire Advisors LLC Overview

Type

Multi Family Office

General Information

Wealthspire Advisors LLC is a multi-family office headquartered in New York. Founded in 1995, it originated within insurance broker NFP and evolved through the merger of Sontag Advisory and Bronfman Rothschild, integrating registered investment advisory expertise with institutional resources to guide affluent families across planning, investment and lifestyle needs—delivering coordinated wealth management and family-office solutions.

Contact Information

Website:
https://www.wealthspire.com

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
New York, NY, United States

Portfolio & Notable Allocations


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Wealthspire Advisors Llc | New York Multi Family Office | Altss