Ballentine Partners names retired CFO Jeffrey Potter as board chairman
Potter retired from day-to-day responsibilities at the Boston multi-family office on June 30 and remains a consultant through the end of the year.
Wittington Investments agrees $8.9B Boots buyout from Sycamore
Fairfax Financial Holdings is a partner, with Wittington holding operational control of the 1,800-store U.K. and Ireland pharmacy chain.
DW1 owners start a family office before any sale, FO Pro reports
Shane Foye, now president of DW1, says he and his father could have ended up estranged as each household's circumstances shifted.