Moneta
https://monetagroup.com/
Worcester, MA
At Moneta, we believe in the power of relationships. Our team of experienced advisors works closely with you to understand your unique financial goals and develop personalized strategies that help you achieve them.
10/10 Reviews
10/10 Reviews
Family Offices Wealth Management Advisors Asset Management Companies ...
Little House Capital
https://littlehousecapital.com/family-office/
Worcester, MA
https://littlehousecapital.com/family-office/
Worcester, MA
Our family office clients demand a level of administrative service focused on what wealth cannot pay for - time At Little House Capital, our Family Office clients enjoy a level of service driven to remove time consuming tasks often encountered in investme ...
10/10 Reviews
10/10 Reviews
Family Offices
Rucker Investments
https://ruckerinvestments.com/
Worcester, MA
https://ruckerinvestments.com/
Worcester, MA
Rucker Investments is a family office with diversified holdings founded on an integrity-first approach. We look for investment opportunities where we can assist companies that are experiencing challenging periods in their business lifecycle and add value ...
10/10 Reviews
10/10 Reviews
Family Offices
Battery Global Advisors
https://bga.com/
Boston, MA
Battery Global Advisors provides investment solutions and family office services for venture capital and private equity executives.
10/10 Reviews
10/10 Reviews
Family Offices Investment Advisory Firms
BRAVE Family Advisors
https://bravefamilyadvisors.com/wealth-management/
Providence, RI
https://bravefamilyadvisors.com/wealth-management/
Providence, RI
BRAVE Family Advisors is an independent investment advisory firm founded in 1992 by Brett Haire and Dave Bunting. The two had previously worked together as senior executives at First Boston Corporation. Scott Morrison, whose background includes positions ...
10/10 Reviews
10/10 Reviews
Family Offices Wealth Management Advisors
The Koffler Group
https://www.thekofflergroup.com/
Providence, RI
The Koffler Group is a third-generation family office that developed from the sale of American Tourister Luggage Company in 1978. Founded during the Depression by the family's patriarch, Sol Koffler, American Tourister grew to be one of the most recognize ...
10/10 Reviews
10/10 Reviews
Family Offices
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth.
Wikipedia
Wikipedia