Akin Advises Sanctuary Wealth in Acquisition of tru Independence

May 6, 2024

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Jacinta O'Shea-Ramdeholl

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Scott Wasserman

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(Dallas) – Akin advised Sanctuary Wealth, home to the next generation of the industry's most elite financial advisors, in its acquisition of tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in client assets.

The Akin team was led by mergers & acquisitions partners Nicholas Houpt and Jessica Hammons, and included intellectual property partner David Vondle; labor & employment partner Desiree Busching; tax partner Joshua Williams; executive compensation & employee benefits partner Stephanie Bollheimer; counsel Kristen Lin, Penelope Shumway, Alex Lau and Peretz Riesenberg; and associate Raj Patel.

Further details on the transaction can be found here.

Akin is a leading international law firm with more than 900 lawyers in offices throughout the United States, Europe, Asia and the Middle East.

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