Alternatives to Private Family Office & Veteran Entrepreneurship
Industry
Finance / Banking / Insurance
About
Delivering customized solutions for families whose wealth impacts three or more generations. Makes the most sense at $25 mm of liquidity where we can optimize and leverage experts on behalf of families across money, tax, legal and family business disciplines.
Specialties:
Stewardship of complex people, tax aware investments and or entities.
Alternative investments (closely held businesses, real estate hedge funds, venture capital, private equity) in trusts and partnerships
Executor, trustee, trust protector and fiduciary services
Coaching parents and guardians on how to teach their children and beneficiaries to be better consumers of wealth management services
Multi-generational ...
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