Boutique Growth Small, high-touch advisory firm with a multi-generational client base presents upsell opportunities for enhanced wealth planning services, family governance, and legacy planning targeted at affluent households and family offices.

Trusted Experience Over a century of combined investment experience can be leveraged to position Riggs as a specialized fiduciary partner for institutions and family groups seeking customized portfolios and long-term strategic guidance.

Digital Presence Current technology stack includes Squarespace and WordPress; there is potential to offer compliant digital marketing optimization, client portal enhancements, and scalable content marketing to attract new Family Office and advisory clients.

Revenue Scale Revenue range of 10M-25M indicates a mid-market advisory with room for services such as strategic asset allocation optimization, ESG integration, and expanded fee-based planning to drive growth.

Staffing & Growth Small team size suggests partnership opportunities for outsourced compliance, cybersecurity enhancements, and back-office support to sustain scaling while maintaining high-touch client service.