New Republic Partners

New Republic Partners continues to expand in South Carolina. To support this growth, we are pleased to announce that we have hired industry veteran Billy Owens to lead the expansion. "Billy's combination of exceptional leadership skills, extensive experience in advising multi-generational families on complex tax and governance strategies, and his strong ties to South Carolina make him the ideal person to lead New Republic Partners' expansion in the South Carolina market," said New Republic Partners CEO Tom Hoops https://lnkd.in/ed7q2EiB

The federal gift and estate tax exemption sunset is looming; business owners who are contemplating a sale would be wise to begin exploring options now. In our latest article, Managing Director Cort Haber explores three underutilized estate planning strategies that business owners can use to mitigate the potential impact of the estate exemption sunset. https://lnkd.in/evSf43V5

We are pleased to announce that Matthew McConaty has joined the New Republic Partners team as a Client Advisor. Matt will partner with Managing Director Will Amerine to further expand our presence in Denver and the Rocky Mountain region. https://lnkd.in/edh35qhv

We are pleased to announce that NRP's Managing Director David Routh has taken the role of President of the firm. Managing Director Zelle Dunn will now serve as Chief Operating Officer. "As we continue to evolve, our focus remains on providing clients with high-touch, customized investment and wealth advisory solutions. Our enhanced leadership structure will enable us to navigate the complexities of our expanding business landscape and capitalize on new growth opportunities." Tom Hoops, CEO of New Republic Partners. https://lnkd.in/e77s3X8a

Whether as the result of the sale of a business, a significant inheritance, or other liquidity event, a financial windfall should be met with careful planning, both financial and personal. In our latest article Ali Bayler and Will Amerine, Managing Directors for New Republic Partners, share their advice around three themes that are key to successfully managing a financial windfall: Patience, Planning, and Portfolio. #entrepreneurs #nextgen  https://lnkd.in/eEbFUppb

As we look back at the first quarter, equities continued to grind higher, while fixed income wavered, and interest rates are projected to stay higher for longer. Click on the link below to read more about what has been driving the markets and where things could be headed from here. #markets #investing https://lnkd.in/eJ-ZNwjx

Too many investors and their advisors have been thinking about hedge funds too simplistically for far too long. In our latest article, Michael Phipps explores why hedge funds should be treated as a nuanced player in a sophisticated investment portfolio. https://lnkd.in/ejMkTbfC #investing #hedgefunds

We are honored to share that New Republic Partners has been named a finalist in the following five categories of the 2024 Family Wealth Report Awards. “As a young firm that is growing rapidly, this is a wonderful affirmation that our vision to provide sophisticated investing and wealth planning opportunities to successful multi-generational families is resonating,” said New Republic Partners CEO Tom Hoops.   Multi-Family Office (New Entrant) Multi-Family Office (up to and including $2.5 Billion AuM/AuA) Asset Management Firm Serving Family Offices and Private Banks Private Client Investment Platform Rising Star Under 40 – John Alar News - New Republic Partners

The Denver Business Journal features New Republic Partners' entrance into the Denver and Rocky Mountain Region. Under Will Amerine's leadership, we provide wealth management and family office services to high-net-worth business owners, founders and senior executives, as well as foundations and endowments. https://lnkd.in/eTaNjc67 #familyoffice #Denver #wealthmanagement

We are thrilled to announce that Will Amerine has joined New Republic Partners as Managing Director and will lead our expansion in Denver and the broader Rocky Mountain region. LINK TO PRESS RELEASE https://lnkd.in/ew4b_yUV