Corporate information

Official name
FFT Wealth Management LLC

Company type

Multi-family office.

Overview

Forbes Family Trust is a multi-family office providing thoughtful investment management and family office services to preserve and grow wealth – and make life easier – for our clients. We are a registered investment advisor and a fiduciary. In addition, our partnership with Wealth Partners Capital Group has validated our value proposition, layering in powerful additional resources, expertise, and connectivity.

In February 2021, FWM Holdings, owner of Forbes Family Trust, LGL Partners and Optima Asset Management merged with Stanhope Capital Group creating a combined enterprise that benefits from a presence spanning Europe and the US, advising on over $24bn. FWM Holdings is led by CEO Keith Bloomfield and the combined group is led by Chairman and CEO Daniel Pinto.



Funding rounds

Top investment portfolio themes

Actual initial investment stage
N/A (1)

Investment activity status
Active investor

Selected investments

Displaying 1 - 3 of 3
Profile Country Date Funding
AM Global Family Investment Office Acquisition
Optima Fund Management Acquisition
Tap Network New York-based startup focused on corporate rewards programs. N/A Initial investment

Team

Employee Position
Keith Bloomfield

Past employees

Selected Products / Customers

Financials