Beatrice in the News:

Beatrice Advisors open to special sits, niche funds

July 28, 2025

Abigail Rubel

Beatrice Advisors is looking at niche private credit funds, with a particular interest in special situations.

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Beatrice news

May 4, 2026

Beatrice Advisors named a winner in the thirteenth Family Wealth Report Awards 2026

Beatrice Advisors, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as a winner in the following category at the Thirteenth Family Wealth Report Awards 2026 program.

Mar 18, 2026

Beatrice Advisors named a finalist in the Thirteenth Family Wealth Report Awards 2026

Beatrice Advisors, a prominent firm servicing the North American family office and family wealth industry, has been selected as a finalist in the Multi-Family Office (New Entrant) category at the Thirteenth Family Wealth Report Awards 2026.

Feb 13, 2025

Beatrice Advisors Welcomes Lauren Rich Fine, CFA as Partner, Investments and Business Development

Beatrice Advisors ("Beatrice”) an independent, woman- and minority-owned multi-family office, today announced the appointment of Lauren Rich Fine, CFA as Partner, Investments and Business Development. This strategic addition reinforces Beatrice's dedication to providing customized financial solutions and expanding its suite of high-quality services.

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