Minneapolis–based White Oaks Wealth Advisors and Intrinzia Family Office, which White Oaks acquired early this year, have promoted Cyndi Castle to vice president of family office services.

Castle was previously the director of client services for Intrinzia, which is run as an independent business unit. In this new position, she manages the family office service relationships and communications, and provides investment oversight services. 

"[The] Intrinzia Family Office unit is a key part of our long-term strategy," said Bob Klosterman, founder and chief executive of White Oaks, which has around $265 million in assets under management.