SymFOAH is a unique members-only program for family offices and select advisors which provides a business location simultaneously in three of East Coast’s most prominent wealth concentration areas.
Trusted Family is a secure online communication & collaboration solutions for family businesses and family offices. Their online platform solution empowers business families to more effectively engage, interact and collaborate.
GENRICH Family Office specializes in setting-up and operating cost-effective individual family offices (SFO) tailored for each family.
Institutional Sustainable Growth (ISG) firm establishes the emotional and economic roots of multigenerational success. They partner with family business owners as they make difficult choices in times of change, ensuring that their legacy is renewed across generations.
planning and management, and Family dynamics and conflict management.
Aster Family Advisors is a family and family business advisory firm specializing in business strategy and succession. They support family-owned businesses in building sustainable companies with a highly competitive workforce and a strong base of leadership for the future.