Detroit, MI – The surge in alternative investment offerings presents both opportunity and risk. Investing in these complex assets is best undertaken with specialists who have proven track records, bring deep expertise and provide careful execution.
Read MoreInvestment policy statements: What they are and why family offices need them
Detroit, MI. – “The most important thing is the purpose of the assets,” said Ali Bayler, managing director of New Republic Partners, a Charlotte, North Carolina-based multifamily office. “Sometimes you need to remind people of that because there can be a lot of noise and excitement about other things. So you want to make sure you’re real clear about the long-term purpose and objectives.”
Read MoreNew Republic Partners Honored by Family Wealth Report Awards
CHARLOTTE, N.C. – New Republic Partners announced today that it has received a Highly Commended award in the Multi-Family Office (Up to and Including $2.5 Billion AUM/AUA) category at the 12th annual Family Wealth Report Awards. The firm was also a finalist in three other categories, including Alternative Asset Manager, Asset Management Firm Serving Family Offices and Private Banks, and Private Client Investment Platform. The Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Read MoreNew Republic Partners Named a Finalist in Four Family Wealth Report Awards Categories
CHARLOTE, N.C. – New Republic Partners has been named a finalist in four categories of the 2025 Family Wealth Report Awards. For more than a decade, the Family Wealth Report Awards has recognized best-in-class firms in the family wealth industry. The winners will be announced May 8, 2025, in New York City.
Read MoreNew Republic Partners Expands Advisory Capabilities: Jack Lowe Joins Firm As Mid-Atlantic Wealth Strategist
RICHMOND, VA. – New Republic Partners announced today the expansion of the firm’s advisory capabilities with the addition of Jack Lowe, CFP, EA, as a wealth strategist. Lowe joins a team of investment and advisory colleagues who serve families and foundations with multi-generational wealth. He will be based in Richmond, Virginia, joining Managing Director Ali Bayler who leads the Mid-Atlantic region.
Read MoreNew Republic Partners Cites Investment Growth
David Routh, the former chief fundraiser at UNC Chapel Hill, has been a busy guy since joining New Republic Partners as managing director in early 2023. Investments under management have grown 40% over the past year, says Routh, who was promoted to president in May. Zelle Dunn, a former Merrill Lynch vice president, was named chief operating officer at the same time.
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