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Signature Family Wealth Advisors To Oversee Assets Of Virginia-Based Dynasty

Tom Burroughes

17 January 2018

The patriarch of a prominent Richmond, VA-based family is moving management of his family wealth to Signature Family Wealth Advisors, according to local publication Richmond BizSense.

The assets of Ivor Massey Jr and his family were acquired from an eponymous coal firm, and other businesses, the report said. The name of the family office is Triad LC.

Massey has been running his side of the family’s finances since his father died in 1994. The report said he wanted to make the shift in managing the assets for two reasons: succession planning, and the need to broaden employee development for the Triad staff of four.

The Massey family estate adds to the more than $4 billion in client assets managed by Signature, which bills itself as handling investment management, estate planning, tax organization and other services for high-net-worth families with more than $10 million in investable assets, the report added.