Americana Partners Launches Americana Partners Family Office Group, Bringing Together Specialized Expertise Through a Coordinated Family Office Model

The firm's dedicated Family Office Group unifies specialized expertise under a single brand, providing ultra-high-net-worth individuals and families with a more coordinated approach to managing complex wealth.

HOUSTON, Sept. 22, 2026 /PRNewswire/ -- Americana Partners today announced the launch of Americana Partners Family Office Group, its dedicated multi-family office practice serving ultra-high-net-worth individuals and families through a coordinated, relationship-driven approach to managing complex wealth. The offering is led by Matt Celenza, Managing Director & Partner, whose Southern California-based team specializes in helping ultra-high-net-worth entrepreneurs, business owners and executives navigate the complexities of significant wealth.

The launch reflects Americana Partners' commitment to expanding the firm's capabilities while formally establishing Americana Partners Family Office Group. By bringing specialized expertise together under the Family Office brand, the offering provides a centralized advisory relationship designed to help clients navigate increasingly interconnected financial, business and legacy decisions with greater coordination and clarity. As Americana Partners continues to grow as a premier independent wealth management platform, the firm plans to expand the family office offering to serve clients nationwide.

As wealth becomes increasingly sophisticated, financial decisions rarely happen in isolation. Business ownership, liquidity events, tax strategy, estate planning, lending, philanthropy and multi-generational planning all influence one another. Increasingly, families need more than access to specialized advisors—they need a trusted partner who can help coordinate those decisions through a single, integrated strategy.

"People often assume that once you've accumulated significant wealth, the hard part is over. In reality, that's when the real complexity begins," said Matt Celenza, Managing Director & Partner of Americana Partners Family Office Group. "Many of our clients have spent decades building a business or creating extraordinary wealth, only to discover that their biggest challenge isn't generating returns—it's coordinating the many financial decisions involved in multi-generational planning. That's not something any one advisor can manage alone. That's what a family office group is meant to do."

Celenza joined Americana Partners in 2025 to help build and expand the firm's Family Office capabilities. Based in Southern California, Celenza and his team draw on decades of experience advising ultra-high-net-worth entrepreneurs, business owners and executives, bringing together specialized expertise through a dedicated family office model. The launch also builds on Americana Partners' 2026 acquisition of NRT Consulting, a financial consulting and accounting firm whose capabilities were integrated into Americana Partners' Family Office Services offering. The acquisition expanded the firm's ability to help clients organize and manage the financial complexities of both their operating businesses and personal holdings, including accounting, bill pay and cash-flow forecasting.

While many wealth management firms offer specialized planning services, Americana Partners Family Office Group is built around a different philosophy: serving as the central advisor for coordinating those capabilities on behalf of the client. Removing the hassle of coordinating multiple specialists on their own, individuals and families benefit from a dedicated Family Office team that helps ensure each financial decision supports their broader objectives.

"As the term 'family office' has become more common across the wealth management industry, it's important to recognize that an effective family office model is defined by more than the breadth of services it offers," said Jason Fertitta, Chief Executive Officer and Founding Partner of Americana Partners. "It requires a coordinated team that understands how every financial decision fits within a family's broader goals. Americana Partners Family Office Group reflects our commitment to providing the depth of coordination and specialized expertise required to help clients navigate the realities of significant wealth."

To learn more about Americana Partners Family Office Group and its coordinated approach to helping clients navigate significant wealth, view here.

About Americana Partners

Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients.

The company celebrated its seven-year anniversary in April, having grown rapidly since its launch in 2019 to now manage over $12.1* billion in total client assets as of January 31, 2026. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.

To learn more, visit www.americanapartners.com. Follow along on LinkedIn, Instagram, or Facebook.

About Americana Partners Family Office Group

Americana Partners Family Office Group is a dedicated multi-family office practice within Americana Partners, based in Southern California and serving ultra-high-net-worth individuals and families. Acting as the central relationship in a client's financial life, the team coordinates multiple aspects of complex wealth management—from investment management and estate planning to tax strategy, risk management, lending solutions, and family office structuring. Designed to support first-generation wealth creators and families navigating increasing complexity, Americana Partners Family Office Group provides a highly personalized, relationship-driven experience backed by the institutional resources, investment capabilities, and national platform of Americana Partners.

SOURCE Americana Partners