Beatrice in the News:
January 16, 2025
Michael Thrasher
Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
Mar 18, 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.
Jul 28, 2025
With Intelligence
Beatrice Advisors is looking at niche private credit funds, with a particular interest in special situations.
Feb 13, 2025
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.
