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 multi-family offices based in Washington will be discussed. All of the multi-family offices listed in the article can be found on our list of the largest US multi-family offices.
1. Laird Norton Wealth Management
Since its foundation in 1967, the independent Seattle-based firm has provided financial services to wealthy families and foundations. Currently, Laid Norton manages over $6bn in assets spread across 1,500 clients. The group provides an integrated approach by combining financial and tax planning, investment management, trust, and estate services to ensure all needs of their clients are catered for.
The Bellevue-based group is a specialist in providing individualized wealth management advice for UHNW families. Avantia provides services in the following sectors: tax, trust, philanthropy, estate planning, capital advisory, and investing. The group based themselves on six core values: client delight, honesty & integrity, accountability, academically rigorous, operational excellence and innovate & thrive.
3. Bristlecone Advisors
Bristlecone Advisors was established in 1999 as an independent investment advisory firm and multi-family office. The Washington-based group pride itself on its personal relationships with clients which allows them to provide tailored investment plans to target their needs. They offer a wide range of financial services such as banking, tax planning, risk management, and estate management.
Image Source: Amy Hirschi (02.03.2023)
Der Beitrag List of 3 multi-family offices in Washington erschien zuerst auf familyofficehub.io.