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Alternative Market Briefing

NEPC expands family office business

Friday, January 27, 2017

Bailey McCann, Opalesque New York:

Boston-based advisory firm NEPC, is growing its Private Wealth Group with two key hires. Karen Harding and Kristi Hanson will be joining the firm as Partners and are based in NEPC's newly-opened Portland, OR, office. Both have significant experience with family offices and were former CTC/myCFO Managing Directors, prior to joining NEPC.

NEPC's Private Wealth Group currently provides a wide range of services to ultra high-net-worth individuals and family offices, including investment and philanthropic advice, legacy planning, and multi-generational investment planning. According to KC Connors, a partner with NEPC, the new hires are indicative of a bigger effort at the firm. "Our family office business started organically based off of referrals," Connors says. "But, we recently decided to expand our team and make a strategic investment in family office services."

Connors adds that the private wealth group at NEPC is focused on providing in-depth research to family offices and ultra high net worth individuals. That research focus prompted Kristi Hanson to join as the Director of Taxable Research.

"I wanted to work with a team that provides research that goes deep into the issues and presents important information back to clients," Hanson says. "Family offices are becoming more and more sophisticated about the investments that are out there and they also have multi-generational goals.&q......................

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