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Goodwill and Intangible Assets (Tables) | 12 Months Ended
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Dec. 31, 2023
Goodwill and Intangible Assets Disclosure [Abstract] |
Carrying Amount Of Goodwill And Intangible Assets | The carrying amount of goodwill and intangible assets attributable to each of our reporting segments is presented in the following table (in thousands):
|  | December 31, 2022 |  |  | Adjustments |  |  | Write-off |  |  | December 31, 2023 |
Goodwill |  |  |  |  |  |  |  |  |  |  |  |
Global Wealth Management |  | $ | 335,009 |  |  | $ | — |  |  | $ | — |  |  | $ | 335,009 |
Institutional Group |  |  | 991,539 |  |  |  | 61,695 |  |  |  | — |  |  |  | 1,053,234 |
|  | $ | 1,326,548 |  |  | $ | 61,695 |  |  | $ | — |  |  | $ | 1,388,243 |
|  | December 31, 2022 |  |  | Adjustments |  |  | Amortization |  |  | December 31, 2023 |
Intangible assets |  |  |  |  |  |  |  |  |  |  |  |
Global Wealth Management |  | $ | 33,499 |  |  | $ | — |  |  | $ | (4,812 | ) |  | $ | 28,687 |
Institutional Group |  |  | 97,090 |  |  |  | 23,619 |  |  |  | (16,117 | ) |  |  | 104,592 |
|  | $ | 130,589 |  |  | $ | 23,619 |  |  | $ | (20,929 | ) |  | $ | 133,279 |
Intangible Assets | Intangible assets as of December 31, 2023 and 2022, were as follows (in thousands):
|  | December 31, 2023 |  |  | December 31, 2022 |
|  | Gross Carrying Value |  |  | Accumulated Amortization |  |  | Gross Carrying Value |  |  | Accumulated Amortization |
Customer relationships |  | $ | 227,486 |  |  | $ | 122,971 |  |  | $ | 225,631 |  |  | $ | 109,216 |
Trade names |  |  | 30,359 |  |  |  | 22,366 |  |  |  | 30,359 |  |  |  | 20,861 |
Acquired technology |  |  | 18,314 |  |  |  | 3,447 |  |  |  | 840 |  |  |  | 840 |
Non-compete agreements |  |  | 10,700 |  |  |  | 8,421 |  |  |  | 9,440 |  |  |  | 7,158 |
Investment banking backlog |  |  | 8,913 |  |  |  | 5,758 |  |  |  | 5,545 |  |  |  | 4,377 |
Core deposits |  |  | 8,615 |  |  |  | 8,145 |  |  |  | 8,615 |  |  |  | 7,389 |
|  | $ | 304,387 |  |  | $ | 171,108 |  |  | $ | 280,430 |  |  | $ | 149,841 |
Amortization Expense In Future Periods | As of December 31, 2023, we expect amortization expense in future periods to be as follows (in thousands):
Fiscal year |  |  |
2024 |  | $ | 22,917 |
2025 |  |  | 20,952 |
2026 |  |  | 16,885 |
2027 |  |  | 13,188 |
2028 |  |  | 12,230 |
Thereafter |  |  | 44,989 |
|  | $ | 131,161 |

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