Threshold Group’s Philadelphia Office Moves to Two Liberty

PHILADELPHIA--(BUSINESS WIRE)-- Threshold Group, a wealth management firm serving a select clientele of families and private family foundations, has moved its East Coast office to a new location in Philadelphia. Effective today, the firm occupies new space on the 35th floor of the Two Liberty building, a 58-story downtown tower that houses offices, retail shopping and residential condominiums.

Threshold’s office move comes about 16 months after it completed an asset acquisition with Philadelphia-based Ashbridge Investment Management. Threshold has moved from its existing Philadelphia location at One South Broad Street. The move involves about a dozen Threshold associates who provide customized investment, legacy and financial planning services for families and private foundations.

“This move allows us to upgrade essential service and information technologies that better connect us to clients and our own associates throughout the country,” said Cathy Reeves, Managing Director of Finance and Risk Management at Threshold Group.

Threshold’s Philadelphia office is led by Dan Geary, Managing Director and a veteran client advisor who joined Threshold in 2010 during the firm’s East Coast acquisition.

Threshold Group provides investment guidance, financial planning, legacy planning and family office services for families who require a comprehensive approach to wealth management and family governance. The family-owned firm oversees $2.9 billion in assets and employs 45 associates. Additional offices are located in Gig Harbor, WA; Seattle, WA; and Portland, OR.

About Threshold Group

Threshold Group is a family wealth management office founded by the Russell family to serve goal-oriented families and family foundations in the United States. As an independent, family-owned firm, Threshold evaluates the needs of each client family or foundation to provide a customized investment and service plan. Services include global asset allocation; manager selection and oversight; financial record-keeping and reporting; estate, tax and financial planning; bill paying; insurance coordination; foundation management; family meetings; and wealth education. www.thresholdgroup.com

Threshold GroupChris Phillips, 253-857-1602
[email protected]

Source: Threshold Group