Rosemont has made a minority investment in Landmark Management, a New York-based multi-family office, to support its leadership transition and maintain its independence while enhancing service for ultra-high-net-worth clients.

Information on the Target

Rosemont, a private investor specializing in employee-owned asset and wealth management firms, has announced a minority investment in Landmark Management, LLC. Located in New York City, Landmark is a multi-family office that manages over $4 billion in assets. The firm provides comprehensive investment management, accounting, and tax preparation services tailored for a select group of ultra-high-net-worth families.

This recapitalization aims to facilitate the gradual transition of Landmark to next-generation leadership while preserving its independence and continuity for the long term. As a minority investor, Rosemont will offer guidance and governance, assisting the firm and its clients in maneuvering through generational transitions in the foreseeable future.

Industry Overview in the Target's Specific Country

The wealth management industry in the United States has experienced significant growth and transformation over the past few decades. The demand for personalized investment management services has s