FWM Holdings LLC (“FWM”), the parent company of Forbes Family Trust (“FFT”) and LGL Partners, multi-family offices serving ultra-high-net worth families, has entered into an agreement to acquire Optima Fund Management (“Optima”). Optima is an established New York-based private investment firm specializing in alternative investments. With three decades of experience, Optima has successfully navigated multiple investment cycles while the industry has grown increasingly complex. This partnership will enable Optima to serve its clients even more effectively, as FFT has been an accomplished investor in the alternative space for many years. Optima clients will have access to FFT’s comprehensive suite of products and services including sophisticated tax, estate and financial planning, asset allocation and consolidated reporting.

Seward & Kissel represented FWM in the transaction.

For more information about FWM’s acquisition of Optima, please see the company’s press release by clicking here.

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Craig A. Sklar

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