Simon Quick Advisors Welcomes Benjamin F. Renzo, Esq.
In an exciting development for ultra-high-net-worth clients, Simon Quick Advisors has announced the addition of Benjamin F. Renzo, Esq. as the Managing Director and Head of Family Office. This strategic hire marks a significant step forward in enhancing risk management and tailored family office services for high-net-worth families, entertainers, and professional athletes.
Expertise in Family Office Leadership
With over 25 years of experience in the family office landscape, Ben brings a wealth of knowledge and a client-centric approach to Simon Quick Advisors. Previously, he was the Founder and Managing Partner of Premier Family Office, renowned for offering sophisticated family office services. His expertise spans trust and estate planning, asset protection, and many more, making his incorporation a valuable asset.
A Personal Commitment to Clients
“This work is personal to me,” shared Ben Renzo, emphasizing his dedication to providing personalized service. He understands that many clients consider their advisors to be more like family, a sentiment that resonates with Simon Quick’s philosophy.
The Value of a New Perspective
Larissa A. Mehlfelder, Principal and Managing Director, spoke highly of Ben’s arrival, stating, “His legal acumen and deep client relationships will significantly enhance our service capabilities.” This merger of experience and client focus is expected to accelerate Simon Quick's ability to deliver next-level service.
Recognition in the Industry
Renzo’s contributions to the field have not gone unnoticed; he has been a speaker at prestigious events including the Pepperdine University Family Office Conference and the Sundance Film Festival's Catalyst Symposium. His authorship of the insightful book, Hall of Fame: How to Manage Financial Success as a Professional Athlete, further establishes him as a thought leader in wealth psychology.
Simon Quick Advisors: A Commitment to Growth
Simon Quick Advisors continues to flourish with a team of 95 professionals committed to integrity, independence, and trust. The firm’s ongoing expansion reflects its dedication to delivering high-touch client experiences, mirroring the longstanding values upheld since its inception.
A Future-Focused Approach
Christopher B. Moore, Managing Partner, expressed excitement about Ben's leadership, saying, “We’re thrilled to welcome him onboard as we continue to build for the future.” This forward-thinking approach positions Simon Quick not just as a wealth management firm, but as a trusted partner for high-net-worth individuals and families.
About Simon Quick Advisors
Founded in 2004, Simon Quick Advisors is an independent wealth management firm dedicated to serving high-net-worth individuals and families across the United States. With supervision of $9.9 billion in Assets Under Advisement and $7.8 billion in Assets Under Management, the firm highlights its commitment to clients through a team-based service model that caters to unique financial needs.
Continued Growth and Expansion
Headquartered in Morristown, NJ, and with additional offices located in New York, Garden City, Denver, Chattanooga, and Palm Beach, the firm continues to expand its reach and offerings, ensuring they provide personalized service tailored to the distinct needs of their clientele.
Frequently Asked Questions
Who is Benjamin F. Renzo, Esq.?
Benjamin F. Renzo, Esq. is the newly appointed Managing Director and Head of Family Office at Simon Quick Advisors, bringing over 25 years of experience in family office leadership.
What is the role of the Head of Family Office at Simon Quick Advisors?
The Head of Family Office is responsible for overseeing risk management and providing tailored family office services to ultra-high-net-worth clients.
What is the mission of Simon Quick Advisors?
Simon Quick Advisors aims to provide independent wealth management and family office services, focusing on personalized, high-touch experiences for clients.
What expertise does Ben Renzo bring to Simon Quick?
Ben Renzo brings a wealth of experience in bespoke risk management, advanced planning services, and a deep understanding of the needs of ultra-high-net-worth individuals and families.
How has Simon Quick Advisors evolved over the years?
Since its founding, Simon Quick Advisors has continuously expanded its offerings, growing its team and enhancing its capabilities to better serve high-net-worth clients.
