Deal Snapshot
FINANCIAL PLANNER MASSEY QUICK MERGES WITH FAMILY OFFICE WILLIAM E SIMON AND SONS
Thursday 20 April 2017

US-based wealth management and investment consulting firm Massey Quick and Co., LLC and US-based family office William E. Simon and Sons, LLC have merged, the two firms said.
The new entity, Massey Quick Simon and Co., LLC combines Massey Quick's experience in financial planning and their extensive investment capabilities with William E. Simon and Sons' highly regarded family office services. Founded in 1988, by the late William E. Simon, former US secretary of the Treasury, WESS is currently led by Peter Simon and William E. Simon, Jr.


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Details
Date Published: 20/04/2017
Target: William E. Simon,  and Sons
Country: USA
Sector: Banking/Financial Services
Type: Merger
Financing:
Status: Closed
Vendor:
Buyer: Massey Quick,  and Co
Comment:
Terms of the deal were not disclosed

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