BROWARD GROVE

Broward Grove provides strategic leadership, governance, planning and advisory services to families who are committed to being effective stewards of capital across generations. Our goal is to help clients live well, give well and plan well as they navigate the practical and emotional complexities of legacy wealth. We guide families on that journey, providing customized solutions to a small number of family groups within a full suite of family office services... Broward Grove's COFO model serves multiple families. In this model, we operate similarly to a co-op or shared service center, distinct from a multi-family office that has a profit motive or a single-family office that serves only one family.

Primary location: Charlotte United States