We’re proud to announce that Benjamin F. Renzo, Esq. has merged his family office practice and joined Simon Quick Advisors as Managing Director, Head of Family Office—a transformational addition that will deepen our capabilities in serving ultra-high net worth families, professional athletes, and entertainers, with their risk management needs.
Ben previously served as Founder and Managing Partner of Premier Family Office, based in Los Angeles and Des Moines, where he spent twenty-five years managing the full spectrum of family office services for his high-profile clients. There, he delivered bespoke risk management solutions tailored to their unique needs. With his arrival, Simon Quick deepens its Family Office capabilities in the following areas:
- Trust and estate planning
- Asset protection
- Business entity planning
- Insurance management
- Litigation management
- Nonprofit consulting
- Succession planning
- Private investment due diligence
- Film/entertainment consulting
- Concierge services
Joining Ben is Jessica Menken, JD, Vice President, Family Office, who has worked alongside him for over ten years, coordinating and handling their clients’ advanced planning needs. Together, they have cultivated long-standing relationships with clients based on trust, discretion, and exceptional service.
A Relationship-Driven Approach
At the heart of Ben’s work is a commitment to building long-term relationships. “This work is personal to me,” said Ben Renzo. “Many of our clients have been with us for decades, and they are more than clients, they are family.” He added, “I’m excited to bring that same level of attention, counsel, and care to Simon Quick, where we have the expanded resources and infrastructure to elevate the family office platform—not just to become best-in-class, but to also meet the evolving needs of our clients and their families for generations.”
Ben will lead our Family Office team where he will scale and customize our offering to meet the complex needs of Simon Quick’s growing client base.
“Ben’s perspective and background are a perfect complement to our existing team,” said Larissa A. Mehlfelder, CFP®, BFA™ Principal / Managing Director. “His arrival strengthens the infrastructure we’ve built while allowing us to push the boundaries of what’s possible in our Family Office practice.”
A Proven Track Record of Serving Public Figures.
Ben also brings a unique background in overseeing the legal and risk management needs of public figures. He brings decades of experience advising high-profile individuals and families with unique planning needs due to their public-facing lifestyle. Whether it’s handling delicate PR matters, advising on social media risks, asset protection, or unique security matters, Ben has consistently delivered trusted, highly personalized guidance to clients whose needs extend far beyond traditional family office services.
Recognized Voice in the Industry
Ben’s experience is widely acknowledged in the industry, having been highlighted in numerous publications over the years, including The Wall Street Journal. Ben has also been a featured speaker at Pepperdine University School of Business and Management Family Office Conference, the USC School of Cinematic Arts class “Entrepreneurship in Film/Film Financing” and Sundance Film Festival’s Catalyst symposium addressing legal issues in independent film financing. He is also the author of Hall of Fame: How to Manage Financial Success as a Professional Athlete and is a sought-after voice on wealth psychology and family legacy planning.
“Ben has established himself as a trusted strategic advisor to high net worth families,” said Joseph A. Belfatto, Managing Partner at Simon Quick. “His presence will further strengthen our ability to serve this important client segment with discretion, care, and an unmatched level of service.”
A Natural Fit for Simon Quick
With 95 professionals across the firm, Simon Quick continues to grow with intention—welcoming talent and executive hires that enhance its client experience while aligning with our culture of integrity, independence, and trust. Ben’s approach to relationship-driven service, attention to detail, and nuanced understanding of the complexities faced by professional athletes, entertainers, and ultra-high-net-worth families makes him an exceptional cultural fit.
“Ben’s philosophy of thoughtful, high-touch service mirrors the values we’ve held since our founding,” said Christopher B. Moore, CFP®, Managing Partner. “We’re excited to have him—and Jessica—on board as we continue building for the future.”
Please join us in welcoming Benjamin F. Renzo, Esq. and Jessica Menken, JD to Simon Quick Advisors.
Disclaimer
This information is for general and educational purposes only. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Simon Quick Advisors & Co., LLC (“Simon Quick”) nor should this be construed as an offer to sell or the solicitation of an offer to purchase an interest in a security or separate accounts of any type. Asset Allocation and diversifying asset classes may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Investing in Liquid and Illiquid Alternative Investments may not be suitable for all investors and involves a high degree of risk. Many Alternative Investments are highly illiquid, meaning that you may not be able to sell your investment when you wish. Risk of Alternative Investments can vary based on the underlying strategies used.
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