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White Oaks Acquires Intrinzia
Minneapolis–based White Oaks Wealth Advisors has acquired Intrinzia Family Office, which is also headquartered in the same city.
“This acquisition will add to our capabilities in the multi-family office space,” Bob Klosterman, chief executive of White Oaks said.
White Oaks is a fee-only wealth management firm that caters to ultra high net worth net worth individuals.
MFO Intrinzia’s services include financial operations, accounting and portfolio management and bookkeeping.
The acquisition was effective January 31. Terms of the deal were not disclosed.
