VCID: 1003106
Profile
Corporate information
Official name
FFT Wealth Management LLC
Registration country
Company type
Multi-family office.Forbes Family Trust is a multi-family office providing thoughtful investment management and family office services to preserve and grow wealth – and make life easier – for our clients. We are a registered investment advisor and a fiduciary. In addition, our partnership with Wealth Partners Capital Group has validated our value proposition, layering in powerful additional resources, expertise, and connectivity.
In February 2021, FWM Holdings, owner of Forbes Family Trust, LGL Partners and Optima Asset Management merged with Stanhope Capital Group creating a combined enterprise that benefits from a presence spanning Europe and the US, advising on over $24bn. FWM Holdings is led by CEO Keith Bloomfield and the combined group is led by Chairman and CEO Daniel Pinto.
Investments
Selected investments
| Company | Country | Date | Notes | ||
|---|---|---|---|---|---|
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Tap Network New York-based startup focused on corporate rewards programs. |
United States | 18 Dec 2020 | N/A Initial investment. Round participant. Active |
|
|
Optima Fund Management |
31 Dec 2019 | Acquisition Active |
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AM Global Family Investment Office |
31 Dec 2019 | Acquisition Active |