Wealth manager Aspiriant has introduced its multi-family office services for HNW families in the San Francisco Bay Area.
The family services offering covers asset management and reporting, income tax compliance and planning, bill pay and accounting, and retirement. It also includes estate planning, philanthropy, risk, alongside cash and debt management.
Go deeper with GlobalData
Apart from San Francisco, Aspiriant has branches in Los Angeles, Silicon Valley, New York, Boston, Minneapolis, Milwaukee, Cincinnati, San Diego and Orange County. The business manages over $12bn in assets.
The new San Francisco offering will be led by Nikki Michelini. She moved to San Francisco after working for 16 years at the firm’s Los Angeles branch, tending to multi-family office clients.
At San Francisco, Michelini will serve as the wealth management director of family office services and will handle client relationships.
Aspiriant CEO Rob Francais said: “I am thrilled that Nikki is leading Aspiriant’s Family Office Services in San Francisco. I’ve known her for nearly two decades and have admired her wealth management and leadership acumen.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData“Under her direction, our clients will continue to benefit from in-person meetings in a personal setting on a regular basis with a dedicated team of financial experts who advise on every aspect of wealth management—from buying a home and property management of multiple homes to preparing children for college and structuring a legacy gift to an educational institution.”
