Companies similar to ASSET VANTAGE
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  • www.sanafamilyoffice.com
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We are business owners, and we understand business owners. Sana Family Office is incredibly well-equipped to advise not only on growing, managing your business, and other assets, but help you understand and manage the complexities of family and..
Relevance: 18.282074
  • www.assetvantage.com
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Our family office software is neither a robo-advisor nor an online wealth manager, as we do not provide investment products or offer recommendations on managing your wealth... If you aspire to be in control of your investments, our family office..
Relevance: 18.2718
  • www.generatio.eu
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Generatio Family Office is an independent multi-client family office specializing in fiduciary services, strategic wealth structuring and wealth management for individuals, families, trusts and foundations... Successful short and long term wealth..
Relevance: 17.998945
  • www.familyofficesg.com
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The family office can be a family company that gathers family wealth, or it can be a company that provides financial services to these customers while the family maintains the decision-maker or the EAM department of a private bank. Many family..
Relevance: 17.893438
  • www.ofo.co.za
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Secure your legacy and protect your assets with unique trust account options. Our Family Office provides a range of trust account solutions form our banking partners designed to safeguard your wealth for future generations, offering peace of mind and..
Relevance: 17.714207
  • www.blueoceanfamilyoffice.com
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Established in February 2013, Blue Ocean Multi Client Family Office LLP is a boutique integrated financial services firm offering financial advisory services to elite customers including corporates. The primary objective of the founders is to provide..
Relevance: 17.647137
  • www.generationswealth.com
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We work hard to be a trusted advisor and advocate to help families make life and wealth decisions in a complicated world. You are the Chief Executive Officer of your Family. We are your Chief Financial Officer, Chief Investment Advisor and Chief..
Relevance: 17.589502
  • lugenfamilyoffice.com
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Lugen Family Office is the Most Trusted Online Curator on Legacy Planning, Wealth Management, Family Business, Philanthropy, and the UHNW... Lugen Family Office was recognized as the Family Office of The Year in 2016 in Canada by Wealth and Finance..
Relevance: 17.525532
  • www.eia-gr.com
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EIA Family Office Pte. Ltd. belongs to EIA International group. Our team consist of the integrate professionals with intelligence, enthusiasm, and rich experiences, to help manage financial and non-financial field for our HNWI clients, with over 20..
Relevance: 17.466873
  • www.legacy-wm.net
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Your family's wealth plan should be tailored to fit your unique circumstances. We take great care in considering your values, interests, and special characteristics in building a plan to help preserve and grow your wealth for generations to come...
Relevance: 17.434725
  • beaconfamilyoffice.com
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You are committed to so much more than building financial wealth. You are committed to achieving and expanding your vision with the right support along the way. At Beacon Family Office, we are committed to getting you there... Wealth is beyond your..
Relevance: 17.427176
  • aequitasadvisor.com
At Aequitas Advisory, we are more than just advisors-we are trusted partners in your family's journey to preserve and grow wealth across generations... At Aequitas Advisory, we specialize in creating tailored solutions to help families preserve and..
Relevance: 17.33967
  • neiljesaniwealth.com
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At Neil Jesani Wealth Management, we are a Multi-Family Office and Private Wealth Management firm dedicated to helping ultra-high-net-worth families, entrepreneurs, and business owners protect and grow their wealth. Our unique approach provides a..
Relevance: 17.183115
  • www.woodsidefinance.com
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Our expertise is in helping clients with their wealth management and wealth preservation strategies... We specialize primarily in global family offices. We work on their behalf, ensuring that family wealth lasts not only a lifetime, but for many..
Relevance: 17.148232
  • www.barclaybreland.com
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Barclay Breland Family Office (BBFO) is a Multi-Family Office located in Jupiter, FL. Founded in 2010 by Christopher Breland Kelly and Thomas Barclay Walker, our family office provides complete Wealth Planning and Investment Management to..
Relevance: 17.119967
  • www.bonhote.ch
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Our specialists are on hand to guide you through every season of life, providing tailored advice and a range of solutions spanning wealth management, bespoke wealth and tax planning, consolidation and multi-bank management. We also offer family..
Relevance: 17.107162
  • www.sullivanwealthmgmt.com
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Sullivan Wealth Management is committed to managing wealth for successful business owners, prosperous entrepreneurs, and high net worth families. Our family office services include everything from bill paying and tax planning to philanthropic..
Relevance: 17.009571
  • www.aura-fo.com
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Our mission is to help our clients to realise their investment goals and to play an integral role in the generation of wealth... AURA Family Office serves as the one-stop partner by combining Wealth & Investment Management with Global Family Office..
Relevance: 17.008875
  • www.centeredws.com
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At Centered Wealth Strategies, it's our mission to give our clients the skills, knowledge, and coaching they need to pursue their financial goals. We do this by breaking down complex financial matters into simpler terms, building long-term..
Relevance: 16.972763
  • www.1911trust.com
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For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future... As an independent..
Relevance: 16.950499
  • connableoffice.com
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The Connable Office, a Cresset company, is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and..
Relevance: 16.938932
  • axiomcorp.com
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AXIOM is a multi-family office and wealth management firm for founders, Entrepreneurs and business owners that uses a comprehensive process to help address each of their key areas of concern... AXIOM Founders Family Office, Inc. is a family office..
Relevance: 16.855707
  • bmfwealth.com
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BMF Wealth provides the specialist multi-faceted expertise and services you require all under one roof. Whether your needs are Family Office, Wealth Management or succession and intergenerational planning, our experience and depth of knowledge is..
Relevance: 16.812086
  • ipprivatewealth.com
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IP Private Wealth is a wealth management firm that uses a family office philosophy to provide a truly in-depth and comprehensive approach to financial planning. We use the ‘family office' model, which allows us to help clients through a myriad of..
Relevance: 16.782381
  • antonyjholdsworth.co.uk
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The Antony J. Holdsworth Group of Businesses is a dynamic and expanding group of accountancy, wealth and family office companies... Antony J. Holdsworth Co an accountancy, wealth, and family office group of companies based in south east England...
Relevance: 16.750824
  • www.schengenwealth.eu
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Family Office - a form of private wealth management - has gained popularity in Western European countries and shows growing demand among wealthy residents of the CIS countries. Schengen Wealth services are provided by highly skilled experts in..
Relevance: 16.699482
  • www.wms-partners.com
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WMS Partners was founded in 1993 as a family office and an alternative for wealthy families to traditional financial-services firms-independent, transparent, and aligned with clients' interests... As The Open Family Office, WMS helps you handle all..
Relevance: 16.678843
  • www.consortiumfamilyoffice.com
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Consortium Family Office provides a wealth management service to private clients, business owners, charities and trustees on many different aspects of financial planning. We are a business associate of Crowe International and... The best wealth..
Relevance: 16.671045
  • perpetual-wealth.ch
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Perpetual Wealth AG is a wealth management boutique offering financial and family office services to a sophisticated international clientele since 2014... WELCOME YOUR NEEDS ARE OUR GUIDANCE. WE AIM TO PROVIDE A SERVICE BEYOND EXPECTED. WE AIM TO..
Relevance: 16.656746
  • tfofamilyoffice.com
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TFO Family Office Partners is a family wealth office. We help affluent families connect wealth with purpose so your family's wealth will endure life's inevitable transitions. Helping families be families, it's what we do... We strive to simplify the..
Relevance: 16.638868