Founded in 1999, Family Wealth Management, LLC operates as an independent advisory firm and multi-family office. The company's mission is to provide customized and comprehensive wealth management solutions, acting as a personal CFO for its clients. They focus on delivering objective advice on a wide range of financial matters, including investment management, estate planning, tax strategies, and philanthropic giving, exclusively for high-net-worth families to help them preserve and grow their wealth across generations.

Founded in

United States