Carter
Looking to expand its services for high-net-worth and ultra-high-net-worth clients, Houston-based IPA 100 firm Weaver (FY22 net revenue of $197.6 million) is launching a new family office services practice and Weaver Capital Advisors.
Led by PIC Stephen Carter, these ventures are designed to provide family-owned businesses, entrepreneurs and individuals with a range of personalized family office and wealth management services, including lifestyle management, integrated planning, philanthropy, investment strategy, risk and liability management, and more. Carter has more than a decade of experience in private banking and investment management, having previously served as senior vice president in the private wealth services group for a large regional bank.
“This new suite of services provides high-net-worth clients, their families and their businesses with expanded access to the quality service that is Weaver’s hallmark,” says CEO and MP John Mackel. “It reflects our firm’s commitment to targeted growth in response to the opportunities in the marketplace as clients’ needs change.”
