Beatrice Advisors open to special sits, niche funds

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.

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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Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators

Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.