This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
In this article, three US multi-family offices are presented which are headquartered in Connecticut. All of the multi-family offices can be found on our list of the largest US multi-family offices.
1. Tamarak
Headquartered in Springville, the firm was founded by close friends and business associates who previously worked together at an oilfield technology company. Since its inception in 2002, Tamarak has become one of the leading venture-focused multi-family office firms in the state. Its unique approach provides a platform to support growing businesses through business planning, analysis, and organization.
2. Crewe Advisors
Crewe Advisors is located in Salt Lake City and operate as a registered investment advisor serving numerous families located across the United States. The group was established with the aim of simplifying the lives of its clients by taking care of their financial management. Its services include wealth planning, investment management, tax planning and executive counseling. The Utah-based group serves families with significant wealth allowing them to maintain their legacy and reach their goals.
3. Olympus Wealth Management
Olympus was founded to serve high-net-worth and ultra-high-net-worth families by providing holistic financial planning services. The group was originally founded by three partners who previously worked together at J.P. Morgan’s Private Bank. The Cottonwood Heights-based group pride itself on its detailed oriented approach thanks to its in-house investor specialists. Olympus serves as each family’s personal CFO and handles families with a net worth in the excess of $25m.
Image Source: Linkedin Sales Solutions (20.03.2023)
Der Beitrag List of 3 multi-family offices in Utah erschien zuerst auf familyofficehub.io.
