PAG Law Congratulates Sanctuary Wealth on its Acquisition of Tru Independence

PAG Law is pleased to congratulate Sanctuary Wealth on its successful acquisition of tru Independence, a leading Registered Investment Advisor (RIA) support platform based in Portland, Oregon.

‍

This strategic acquisition further strengthens Sanctuary Wealth's position in the market and expands its service offerings to a diverse range of clients. tru Independence is known for its exceptional support to 30 RIA firms, overseeing a combined total of $12.5 billion in client assets. The acquisition of tru Independence aligns with Sanctuary Wealth's commitment to providing comprehensive and tailored solutions to its clients, empowering them to achieve their financial goals.

PAG Law supported Sanctuary Wealth throughout the acquisition process alongside Akin Gump Strauss Hauer & Feld LLP. PAG Law’s expertise in managing legal due diligence ensured a responsive and cost-efficient review and analysis, resulting in reduced legal fees. The collaboration between Sanctuary Wealth and its legal advisors exemplifies their dedication to supporting clients and driving efficiency in their business.

"We are thrilled to see Sanctuary Wealth embark on this exciting new chapter," said PAG Law partner, Zac Soto. "The acquisition of tru Independence will allow them to expand their capabilities and provide even greater value to their clients”.

‍

About Sanctuary Wealth

Sanctuary Wealth is a leading wealth management firm dedicated to providing comprehensive financial solutions to individuals, families, and businesses. With a client-centric approach and a commitment to excellence, Sanctuary Wealth helps its clients achieve their financial objectives and navigate the complexities of the financial landscape.