AlphaCore Wealth Advisory (“AlphaCore”), a leading independent wealth advisory firm, today announced the launch of AlphaCore Streamline (“AC Streamline”), a dedicated family office affiliate formed through the acquisition of Streamline Family Office (“Streamline”). The move advances the AlphaCore group’s national footprint and strategy of building a next-generation wealth management platform while expanding the firm’s capabilities for ultra-high-net-worth families through a separate family office affiliate.

Headquartered in Dover, Massachusetts, Streamline is a women-founded and women-led family office, guided for more than 25 years by founder and CEO Katie Sullivan. The firm provides pure, independent family office services to ultra-high-net-worth families and is supported by a 15-person team, including Chief Relationship Officer Amy Johnston; Chief Operating Officer Rebecca Sliwoski, MBA, MS; Chief Financial Officer Trisha Presley, CPA; and Family Advisor Leader Andrea Longo Carter, MBA. The team brings institutional knowledge shaped by years of navigating the complexities of significant wealth and is trusted to coordinate and integrate the financial, operational, and day-to-day needs of families, representing nearly $5 billion in collective assets. Streamline does not select investments, manage portfolios or provide investment advice.

AlphaCore’s addition of AC Streamline builds upon the non-advisory family office foundation the firm has been strengthening over the past several years, including Tara Dekel, Director of AlphaCore Family Office, and reflects the growing demand for services that extend beyond traditional wealth management. AC Streamline marks a strategic move in the AlphaCore group’s evolution, following the expansion of AlphaCore into tax preparation and planning last year.

“I have always believed families deserve something more personal than a menu of services. They need a partner who truly knows their people, priorities, and assets, and who will be there to handle whatever comes up with care, consistency, and discretion. That is the genesis of Streamline, being the one call a family can make and knowing we will take it from there,” said Sullivan. “Our partnership with AlphaCore gives us the opportunity to continue to evolve with our current clients and bring that same level of attention to even more families with greater capabilities.”

As technology and artificial intelligence continue to transform the wealth management industry, machines cannot replicate the trust, discretion, personal relationships, and multi-generational continuity that define the family office experience.

“What makes a true family office relationship different is the level of intimacy and trust it creates. It goes beyond managing investments to understanding the dynamics, priorities, and aspirations of the family,” said Dick Pfister, founder and CEO of AlphaCore. “It is rare to find a team that has spent decades doing this work and has developed the depth of knowledge and relationships that come from that experience. AlphaCore was founded with a vision to provide an enduring boutique, premium client experience, and Streamline is exactly what we were looking for as we continue to build that vision.”

AC Streamline will operate as a separate, affiliated entity providing non-advisory family office services. The existing team will continue to work collaboratively with current and future families’ existing wealth advisors, investment managers, and other trusted professional advisors.

“‘Family office’ has become a common phrase in wealth management, but there is an important distinction between offering family office services and operating a dedicated private family office,” said Aidan Walsh, AlphaCore’s Head of Corporate Development. “Many firms provide access to specialists and resources. Both AlphaCore and Streamline have spent decades serving families whose needs extend well beyond traditional wealth management through dedicated family office teams and highly personalized service models. What makes this partnership so compelling is the combination of Streamline’s twenty-five years of dedicated family office experience with the foundation AlphaCore has already built in this area. Together, we are significantly expanding our capabilities with a team whose experience, trust, and continuity are difficult to replicate.”

The combination expands the AlphaCore group’s ability to serve families across the full continuum of significant wealth, from investment management and planning to tax strategy and the day-to-day coordination of financial lives, while preserving the personal relationships, independence and judgment that have defined Streamline for more than two decades.

Gennari Aronson served as legal counsel to Streamline. Vinson & Elkins served as legal counsel to AlphaCore.

About AlphaCore Wealth Advisory

AlphaCore Wealth Advisory is an independent wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, AlphaCore takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, AlphaCore advisors place clients’ goals at the center of every financial plan.

Learn more at www.alphacore.com

Media gallery

About The Author
Business Wire