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The Mather Group Acquires Houston-Based PartnersInWealth
Thursday 17 September 2020

Chicago, US-based wealth management firm The Mather Group (TMG) has acquired Houston-based fiduciary firm PartnersInWealth, to continue momentum in M and A deals, the company said.

Terms of the transaction were not disclosed.

This deal marks TMG's seventh acquisition in the last 18 months, and fourth of 2020, bringing their total AUM to over USD 4.7bn.

TMG provides comprehensive financial services to high net worth clients, including tax preparation, tax advice, portfolio management, concentrated stock management, estate planning, and comprehensive financial planning.

PartnersInWealth is a comprehensive wealth management practice, providing clients with financial planning and portfolio management since 1984.
Date Published: 17/09/2020