Wealthspire Advisors, an NFP company and independent investment advisor headquartered in New York City, has appointed Heather Flanagan to the position of managing director and head of Family Office Services.
Flanagan will oversee the firm’s enhanced family office service platform, as well as the firm’s trust and estate services, the company announced.
“We’re thrilled to welcome Heather to our executive team,” Eric Sontag, president and chief operating officer of Wealthspire, said in a prepared statement. “She brings decades of experience in building teams and solutions for wealthy families in need of highly complex planning. One of Wealthspire’s priorities over the next few years is to enhance our Family Office Services platform, and we couldn’t be more excited to have Heather on board to lead the effort.”
Flanagan most recently served as managing director and head of trust fiduciary and family services for Rockefeller Capital Management. Prior to Rockefeller, she was with HSBC Private Banking as managing director, head of private wealth solutions, Americas, and with PNC Wealth Management as a director. She also worked as a trusts and estates attorney in private practice and as a philanthropy advisor.
Flanagan received her J..D from Creighton University School of Law, and her master of laws degree from the University of Florida’s Fredric G. Levin College of Law.
“The opportunity to harness Wealthspire’s talent in a unified way is truly exciting,” Flanagan said in a prepared statement. “Wealthspire’s people are at the industry’s forefront, and the culture of collaboration is palpable. I look forward to joining the Family Office Services team and elevating the platform to the next level.”
Founded in 1995, Wealthspire Advisors currently oversees a total of about $17.4 billion of assets under management across a national platform of 18 offices in 10 states.
