Operator of a multi-family office. The company offers wealth management advisory, tax planning, investment strategies and planning, and related services to ultra-high net worth families. It serves families in 11 states.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Gloria Higgins | Founder, President & Chief Executive Officer | ||
Manny Marques | President |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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000000000 0000000 | 02-Aug-2016 | 000000000000000000 | 000 | Other Financial Services | 00000 0000000 |
Company Name | Industry | Location | Founded |
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000000000 0000000 | Other Financial Services | Scarborough, ME | 0000 |