Magna Carta Wealth is a boutique advisory firm that functions as a multi-family office. The company is dedicated to offering bespoke financial solutions for the complex needs of ultra-high-net-worth individuals and families. Their services encompass sophisticated financial planning, tax and estate strategies, risk management, and consolidated investment management, with a mission to help clients protect, manage, and grow their wealth across generations. The firm is an SEC Registered Investment Adviser.

Founded in

United States