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Family Offices

4 websites in this category

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SWK Holdings

SWK Holdings specialized finance company that provide capital to our business partners through our own balance sheet as well as through our investment advisory clients, which include family offices and institutional investors. Contact us at 972-687-7250!

Jupiter Wealth Management

Jupiter Wealth Management offers comprehensive financial advisory services, including portfolio management, financial planning, legacy planning, and family office services, catered to high-net-worth and ultra-high-net-worth individuals and families. Based in Denver, CO, we proudly serve clients across the United States.

Seneschal Family Office

We are an independent, fee only wealth management firm serving the best interests of our clients domestically and abroad. Our advice is objective and delivered at the elite standard of fiduciary multi-family office services. We are paid exclusively by our clients.

The JP Advisory Approach to Family Office Management Consult

Embark on a path where your family's financial heritage is honored and your wealth is managed with the utmost care. Contact JP Advisory, your Licensed Investment Advisor in Bahamas, and discover how our Family Office Management Consulting can sculpt your legacy into a monument of enduring prosperity.