Return to Perspectives
Defining Matters
Nov. 24, 2020

Kramer Levin Represents Stanhope Capital Group in Merger With FWM Holdings

On Nov. 24, 2020, Kramer Levin client Stanhope Capital Group (Stanhope Capital) announced that it has entered into a definitive merger agreement with FWM Holdings – owner of Forbes Family Trust, LGL Partners and Optima Fund Management (collectively FWM) to create one of the world’s largest independent wealth management and advisory firms, overseeing  $24.2 billion in client assets. The deal is expected to close in the first quarter of 2021. The combined company will have an expanded geographic footprint across the U.S. and Europe, with a greatly enhanced global investment team leveraging its capabilities across multiple asset classes, including listed equities and alternatives (private equity, real estate and hedge funds).

Related People

Related Practices

We use cookies on this website to optimize user experience and site functionality and to give you the best possible experience. We do so with your approval. The choice is up to you. Learn more.