Mandate & appetite
- Preferred strategies
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Class VI Family Office, LLC, founded in 2016, is a registered investment adviser based in the United States that specializes in holistic wealth management for entrepreneurs and business owners. The firm focuses on customized financial strategies while managing investments across both public and private markets, supporting clients in achieving their financial aspirations and legacy goals.
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