AlphaCore launches family office affiliate through Streamline acquisition
AlphaCore Wealth Advisory has acquired Streamline Family Office to launch AlphaCore Streamline (AC Streamline), a family office affiliate focused on non-advisory services for ultra-high-net-worth families. Streamline, founded by Katie Sullivan over 25 years ago, manages approximately $5 billion in combined assets. This transaction is part of AlphaCore's strategy to expand its wealth management structure and follows its recent acquisition of Brave Family Advisors, which managed $700 million in client assets.
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