Large AUM growth The firm has rapidly expanded to over $42 billion in regulatory assets under management and has earned several prestigious industry recognitions in 2025, indicating strong market traction and ongoing capacity to handle higher-net-worth client needs.

Leadership expansion Recent leadership appointments including a new President and a Chief Financial Officer, along with the elevation of a Co-CEO, signal a strategic push to scale operations, governance, and client service capabilities to attract larger accounts.

Tech modernization New CTO appointment and a modern tech stack (Snowflake, Salesforce Marketing Cloud, Python, Piwik PRO) point to investments in data analytics, marketing automation, and client experience enhancements that can support sophisticated wealth planning and cross-sell opportunities.

Family office positioning Emphasizing family office style services with tax and estate planning, private wealth management, and multi-generational planning creates cross-sell opportunities into entrepreneurs, charities, and high-net-worth networks seeking integrated solutions.

Growth through partnerships Intent to add notable partners and teams (e.g., Channing S. Smith and John J. Hastings) suggests aggressive expansion through strategic alliances, presenting a doorway for alliance-based campaigns and shared service offerings.