People

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile. 

The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.

Kristy Britt will take over from outgoing CFO Jon Frojen, and will be based at Osaic’s headquarters in Scottsdale, Ariz.

Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an attempt to bring family office-style investing to the masses.

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.

The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.