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Transactions

FWM Acquires Optima

Theme

Advised New York-based Optima Fund Holdings, a private investment firm specializing in alternative investments with $2 billion under management, on its sale to FWM Holdings, the parent company of multi-family offices Forbes Family Trust and LGL Partners. Optima's clients will gain access to Forbes' comprehensive suite of products and sevices including sophisticated tax, estate and financial planning, asset allocation and consolidated reporting. 

Press Releases

FWM to acquire Optima Fund Managementʉۼ