Acquisition opportunity Recent press indicates CIPinvest was acquired by EP Wealth Advisors. This presents an opportunity to engage with the acquirer about integration services, client transition management, and cross-sell of investment management capabilities to a broader client base.

Ancillary asset needs CIPinvest has made stake purchases in assets like Cushman & Wakefield and Aflac, suggesting an interest in niche asset exposure and risk diversification. Propose tailored multi-asset and alternative allocations, plus risk-managed strategies aligned to their family office clientele.

Family office focus As a family office serving high net worth families with legacy and charitable planning, CIPinvest is likely receptive to expanded financial planning capabilities, trust and estate planning support, philanthropy advisory, and bespoke tax-efficient investment solutions.

Regulatory readiness CIPinvest operates as an SEC-registered adviser with broker-dealer affiliations. This indicates a need for robust compliance, reporting, and data security services. Position scalable regulatory technology, client reporting enhancements, and cybersecurity offerings.

Growth through services With revenue in the lower mid-market and a broad suite of services since 2008, CIPinvest may seek strategic partnerships to expand managed accounts, retirement and estate planning, and fiduciary consulting. Target collaborations around managed accounts growth and cross-border planning.