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Financial Planner Massey Quick Merges with Family Office William E. Simon and Sons
Thursday 20 April 2017

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.

Since its inception, WESS has overseen all aspects of the financial affairs for the Simon family and its heirs through a full suite of family office services.

Wall Street veterans Stewart Massey and Les Quick founded Massey Quick in 2004. The firm has grown to employ a staff of 28 people and delivers financial planning and sophisticated investment advice to high-net worth families, endowments and foundations.

Massey Quick Simon will be led by a committee of six managing partners, including Stewart Massey, Les Quick, Peter Simon, Joe Belfatto, chief investment officer Christopher Moore, CFP, and chief operating officer Mark DeLotto, who also serves as chief compliance officer.

Bill Simon will oversee the expansion of Massey Quick Simon's presence on the west coast and will continue to be based out of Los Angeles. Massey Quick Simon will be headquartered in Morristown, New Jersey and continue to serve clients out of their offices in New York City.

Based in Morristown, New Jersey, Massey Quick is a wealth management and investment consulting firm that advises high net worth families, single family offices, foundations and endowments. 

William E Simon and Sons was founded in 1988 by former US Secretary of the Treasury, William E. Simon, and his sons William E. Simon, Jr. and J. Peter Simon.

The family office manages all aspects of the financial affairs for the Simon family, including tax, bill paying, financial planning and investment management. 
Date Published: 20/04/2017
Target: William E. Simon,  and Sons
Country: USA
Sector: Banking/Financial Services
Type: Merger
Status: Closed
Buyer: Massey Quick,  and Co
Terms of the deal were not disclosed