Simon Quick Advisors Welcomes Benjamin F. Renzo, Esq. as Family Office Head

Introduction

In a strategic move to enhance its service offerings, Simon Quick Advisors, a prominent name in independent wealth management, has appointed Benjamin F. Renzo, Esq. as the new Managing Director and Head of Family Office. This announcement signifies the firm's commitment to strengthening its capabilities in risk management and family office services for ultra-high-net-worth clients, including entertainers and professional athletes.

The Appointment

Renzo brings with him over 25 years of extensive experience in the realm of family office leadership. His previous role as the Founder and Managing Partner of Premier Family Office showcased his adeptness in providing comprehensive family office services, primarily aimed at a select clientele. At Simon Quick, his expertise will further bolster the firm's offerings in vital areas such as trust and estate planning, asset protection, litigation support, and private investment due diligence.

Ben Renzo's Vision

"This work is personal to me—the relationships I build with clients transcend mere business; they become family," Renzo expressed regarding his new role. This philosophy highlights his commitment to providing personalized service, reflecting a deep-seated understanding of the unique needs faced by ultra-high-net-worth families.

Enhancing Core Services

The addition of Renzo is expected to significantly enhance Simon Quick's capabilities, particularly in areas of risk management and financial planning. His insight into the complexities of wealth management for individuals in the public eye—professional athletes, entertainers—will provide advantages in developing tailored solutions that address their distinct financial landscapes.

Team Expansion

Larissa A. Mehlfelder, Principal and Managing Director at Simon Quick, remarked, "Ben's arrival represents a significant addition to our firm. His legal acumen and risk-focused approach complement our existing team and enhance our ability to deliver next-level service to our clients." This collaboration aims to maintain the firm's reputation for integrity and high-touch client engagement.

Recognized Leadership

A sought-after speaker, Renzo has shared his knowledge at notable events, including the Pepperdine University Family Office Conference and the Sundance Film Festival. He has established himself as a thought leader in family office planning and wealth psychology, authoring significant works on managing financial success, particularly for athletes.

Simon Quick's Commitment

Founded in 2004, Simon Quick Advisors has consistently pursued growth while maintaining its core values of integrity, independence, and trust. With an impressive $9.9 billion in Assets Under Advisement, the firm's addition of Renzo is a testament to its ongoing dedication to enhancing its family office services and delivering personalized client experiences.

Conclusion

With Renzo at the helm of the Family Office, Simon Quick Advisors is well-positioned to advance its relationships with clients, ensuring they receive the highest level of service and support as they navigate their financial journeys. The firm looks forward to continuing its legacy while adapting to the evolving needs of its diverse clientele.

For more information about Simon Quick Advisors and their enhanced family office offerings, visit their official website or contact them directly.