Key Takeaways
- • Atlas Legacy Advisors, an independent multi-family office based in Los Angeles, has added the Eddy Investment Group, a multi-family office team serving high-net-worth families, according to a Business Wire announcement.
- • The combination lifts Atlas Legacy Advisors' assets under management to more than $1 billion.
- • The transaction expands Atlas's family office capabilities, extending its wealth management and multigenerational planning offering to high-net-worth clients.
- • The announcement is a team-level addition rather than a merger with a named acquisition price, and no deal value was disclosed in the available text.
Summary
Atlas Legacy Advisors announced that the Eddy Investment Group, a multi-family office team serving high-net-worth families, has joined the firm, according to a Business Wire release datelined Los Angeles. The addition expands Atlas's family office capabilities and brings the firm's assets under management to more than $1 billion.
Atlas Legacy Advisors describes itself as an independent multi-family office. It serves high-net-worth families, business owners, executives, entrepreneurs, athletes and entertainers, providing wealth management and multigenerational planning services. The release positions the Eddy team's addition as a way to broaden those offerings for existing and prospective clients.
The available source text is limited. The primary article page was unavailable at the time of review, so the release's full details, including the Eddy team's principals, client count, and any financial terms of the arrangement, could not be confirmed. Readers should consult the original Business Wire announcement for further specifics.
Atlas Legacy Advisors describes itself as an independent multi-family office. It serves high-net-worth families, business owners, executives, entrepreneurs, athletes and entertainers, providing wealth management and multigenerational planning services. The release positions the Eddy team's addition as a way to broaden those offerings for existing and prospective clients.
The available source text is limited. The primary article page was unavailable at the time of review, so the release's full details, including the Eddy team's principals, client count, and any financial terms of the arrangement, could not be confirmed. Readers should consult the original Business Wire announcement for further specifics.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.