The term "Private Wealth Management & Consulting" describes a category of financial services firms focused on addressing the complex financial needs of affluent clients. These firms typically offer a holistic suite of services including investment management, financial planning, estate planning, tax strategy, and philanthropic advisory. Their mission is to preserve and grow their clients' wealth across generations by providing personalized, expert guidance and bespoke financial solutions. As this is a service description rather than a specific company, there is no single history or founding date.

Founded in

United States