About Siller & Cohen Family Wealth Advisors
Siller & Cohen Family Wealth Advisors is a family wealth advisory business that helps provide comprehensive financial solutions to high-net-worth individuals, families, and business owners. The company offers services in investment planning, estate planning, business continuity planning, and executive planning. On January 26th, 2021, Siller & Cohen Family Wealth Advisors was acquired by Hightower. The terms of the transaction were not disclosed.
Latest Siller & Cohen Family Wealth Advisors News
Jan 27, 2021
Verdict Staff Credit: Free-Photos from Pixabay Share Article RIA aggregator Hightower has made an investment in New York-based Siller & Cohen Family Wealth Advisors, a wealth management firm with $830m in assets under management. The investment marks Hightower’s third M&A transaction this year. Founded in 1988, Siller & Cohen provides multi-generational financial planning, investment management and estate planning services to high net worth individuals and families. The company has 11 employees, including five advisors. The deal will provide the company with access to Hightower’s technology and other capabilities to improve its offerings. Hightower CEO Bob Oros said: “Siller & Cohen, a highly successful business serving affluent clients with complex financial lives, has a prominent reputation in the New York metro area for its highly effective estate planning methodology and holistic wealth management for multiple generations of families. “We are thrilled and honoured that they have chosen Hightower for the next phase of their growth and welcome them to our advisor community.” Siller & Cohen co-founder Jeffrey Cohen said: “Hightower’s range of services – from investment management insights to marketing and business development support – are highly suited to helping us enter the next chapter of our growth. “We are excited to consult with the Investment Solutions group about our asset allocation models and content needs, and will work closely with the Hightower marketing team to build out a range of multi-media vehicles to engage with our clients and potential clients.” Based in Chicago, Hightower focus on providing investment, financial and retirement planning services. Recently, the company signed an agreement to acquire $8bn Los Angeles-based advisory firm Bel Air Investment Advisors in its largest ever deal. As of 31 December 2020, Hightower had $79.6bn in assets under management and nearly $102.5bn in assets under administration. Top 5 Most Read
Siller & Cohen Family Wealth Advisors Frequently Asked Questions (FAQ)
When was Siller & Cohen Family Wealth Advisors founded?
Siller & Cohen Family Wealth Advisors was founded in 1988.
Where is Siller & Cohen Family Wealth Advisors's headquarters?
Siller & Cohen Family Wealth Advisors's headquarters is located at 505 Fifth Ave., New York.
What is Siller & Cohen Family Wealth Advisors's latest funding round?
Siller & Cohen Family Wealth Advisors's latest funding round is Acquired.
Who are the investors of Siller & Cohen Family Wealth Advisors?
Investors of Siller & Cohen Family Wealth Advisors include HighTower.