Frequently Asked Questions
Who is Emigrant Partners?
Emigrant Partners is the industry's longest-running provider of minority capital and strategic advisory support for independent wealth management firms. We help entrepreneurs in the wealth and asset management industry unlock new growth opportunities while maintaining full control of their businesses.
Why should an RIA consider partnering with Emigrant Partners?
Emigrant Partners offers RIA firms (Registered Investment Advisors) a unique opportunity for growth with our flexible capital, long-term investment horizon and expert strategic advice. Our approach allows leaders of independent wealth management firms to retain full control and independence, making us a strong partner at every stage of your firm’s evolution.
What types of advisory firms does Emigrant work with?
Emigrant Partners invests in an exclusive group of growth-oriented advisory firms across the wealth management sector. If your firm is led by a strong management team and is looking for both organic and inorganic growth support and guidance, reach out to us at inquiries@emigrantpartners.com to learn more.
What types of solutions does Emigrant Partners offer to wealth management firms?
Emigrant Partners provides flexible, long-term capital solutions, strategic business consulting, and M&A support to help wealth management firms grow. Our investments are non-controlling and non-voting, allowing you to maintain full independence. Learn more about our approach on our Flexible Capital Solutions for Growth | Emigrant Partners page
Who owns and leads Emigrant Partners?
Emigrant Partners is a wholly owned business unit of Emigrant Bank, which is owned and operated by The Milstein Companies. Howard P. Milstein, one of the earliest investors in the independent wealth management industry, is the CEO & Executive Chairman of Emigrant Bank, and is the head of The Milstein Companies. Liz Nesvold is the Chair of Emigrant Partners and Vice Chair of Emigrant Bank. Jenny Souza is the CEO and President of Emigrant Partners. Learn more about our team here: Emigrant Partners Leadership | Experts in Wealth Management & Advisory
What is the RIA+ podcast hosted by Emigrant Partners?
RIA+ is a podcast from Emigrant Partners, featuring leaders from some of the fastest-growing RIAs (Registered Investment Advisors). Hosted by Mark Bruno, Emigrant’s Head of Strategic Advisory, each episode dives into key industry insights. Listen to all episodes here.
How can I contact Emigrant Partners?
You can contact us by emailing inquiries@emigrantpartners.com or visiting our Contact Us | Emigrant Partners page
How can I find out if my firm is a fit for Emigrant Partners?
Not sure if your firm is a good fit? Contact us to schedule a confidential conversation, and we'll help determine if we can support your growth
Will I retain control of my business after partnering with Emigrant Partners?
Yes, as minority investors, we do not interfere with your firm's day-to-day operations. You retain full control of your business.
How does Emigrant Partners identify and assess potential Partner Firms?
Start by reaching out to us via email at inquiries@emigrantpartners.com – we will schedule an introductory conversation to understand your firm’s growth goals and explore whether our solutions are a good fit. If there is mutual interest, we’ll conduct a thorough evaluation of your firm’s growth trajectory, management team, and strategic vision. This step ensures we are aligned on the potential for partnership and the value we can bring.