Family Wealth Consulting Group

The Family Wealth Consulting Group, based in Silicon Valley, California, is a family-owned financial planning and investment advisory firm founded in 1998. It specializes in personalized wealth management and alternative income funds, including peer-to-peer and real estate loans, aiming to maximize clients' financial resources across generations.

Global Wealth Financial, based in Miami, Florida, specializes in wealth and succession planning by structuring advanced life insurance strategies exclusively for affluent families worldwide. The firm focuses on customized wealth protection rather than traditional investment or real estate sectors.

The Family Office Group, based in Greenwich, Connecticut, is an investment management firm with over two decades of experience working with select family offices globally. It specializes in alternative investments including private equity, venture capital, real estate, private credit, natural resources, and impact ESG.

Family Wealth Advisors, based in Herzliya, Israel, is an independent boutique family office providing tailored wealth management services to high-net-worth individuals and families. The firm emphasizes customized advisory solutions based on risk management and market unpredictability principles.

Gordian Wealth Advisors, LLC is an independent SEC-registered investment advisor based in San Francisco, focusing on wealth management for high-net-worth families in complex financial markets. The firm emphasizes custom investment portfolios and risk mitigation strategies, serving clients in the San Francisco and Coachella Valley regions.

Family Office Research, founded in 2005 and based in the U.S., provides integrated wealth management solutions including investment management, tax and estate planning, and private banking services, serving affluent clients as fiduciary advisors with a comprehensive approach.