Berkshire Global Advisors acted as financial advisor to InnoVise Family Wealth Advisors
InnoVise Family Wealth Advisors is a LA-based multi-family office and advisory firm with $2 billion in assets under advisement. InnoVise is focused on delivering advice and solutions that are innovative, completely customized, and actively managed. InnoVise brings a wide range of experience and expertise to clients, with specialization in two key areas: Family Office Consultancy including Personal CIO-CFO Services, and Business Sale Pre-Event Planning that includes strategies for optimizing wealth transfer and estate transfer.
Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary’s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 21 states with over $17.0 billion in assets under advisement.
This investment will facilitate the launch of Sanctuary’s latest offering—Sanctuary Global Family Office—and complement Sanctuary’s other recent expansions into international family office services, including the opening of the Miami office and focus on serving the Latin American markets. InnoVise’s global family office experience and expertise complements and significantly enhances Sanctuary Wealth’s boutique alternative and private investments platform.