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.
May 4, 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, 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.
