LP Directory

33 limited partners found

33 results
Firm Name Type Location AUM Contact
Cura & Senectus Investment
Family Office - Multi Vaduz, Liechtenstein $28.3B
About

Cura & Senectus Investment is a multi-family office based in Vaduz, Liechtenstein. Established in 2015, the firm facilitates the transfer of established wealth across future generations while ensuring that each family member's individuality is preserved. The firm achieves this by pooling assets and offering comprehensive support to manage and preserve the family's financial resources. The assets of the firm are managed by the executive management team.

Founded2015
Websitewww.example-site.com
Contacts
e.walker@groupholdings.com +1 312 986 7753
Jennifer L. Santos
Senior Partner
n.harris@investco.com
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@assetmgmt.com
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First Advisory Group
Family Office - Multi Vaduz, Liechtenstein $7.5B
About

First Advisory Group is a multi-family office based in Vaduz, Liechtenstein. Established in 1954, the firm is an independent financial service provider that covers the entire area of investment advice and asset protection. Additionally, it offers its clients a broad, future-oriented range of services under one roof. The assets of the firm are managed by the executive management team.

Founded1954
Websitewww.example-site.com
SectorsInvestment Management, Legal & Tax Services, Fixed Income/Debt Securities, Wealth & Estate Planning, Debt Management,...
Investment TypesInvestment Funds, Joint Venture/Partner
Contacts
r.brown@assetmgmt.com +1 212 565 5153
Michael R. Thompson
Managing Director
c.lee@globalwealth.co
Katherine J. Walsh
Head of Investments
n.harris@firmcapital.com
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Audina Treuhand
Family Office - Multi Vaduz, Liechtenstein $2.5B
About

Asset protection, international tax and succession planning married to conscientious family office services are the core businesses of the Audina Group.Established in August 1985 in the Principality of Liechtenstein, our headquarters Audina Treuhand AG was founded by a team of advocates and has operated successfully for over quarter of a century as a multi-family office and an independent trust company. Our Swiss office Audina Trust S.A. assists foreign clients with company formations in Switzerland in a canton of your choice.

Websitewww.example-site.com
SectorsInvestment Management, Legal & Tax Services, Real Estate Services & Management, Trust Management, Wealth & Estate Pla...
Investment TypesJoint Venture/Partner, Private Equity
Contacts
c.lee@partnersllc.com +1 310 487 9020
David A. Nguyen
Chief Investment Officer
p.anderson@investpartners.com
Robert M. Patel
Portfolio Manager
e.walker@wealthadvisors.com
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IMT Group
Family Office - Multi Vaduz, Liechtenstein $2.0B
About

IMT Group is a multi family office based in Vaduz, Liechtenstein. Established in 1999, it provides a wide range of financial services to its clients, including asset management, wealth planning, tax advice, and family office services. The assets of the firm are managed by the executive management team.

Founded1985
Websitewww.example-site.com
Contacts
p.anderson@fundmgmt.co +1 202 854 1498
David A. Nguyen
Chief Investment Officer
p.anderson@partnersllc.com
Robert M. Patel
Portfolio Manager
s.chen@globalwealth.co
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Financial Partners
Family Office - Multi Vaduz, Liechtenstein $1.2B
About

Financial Partners FP is a family office (multi) based in Vaduz, Liechtenstein. Established in 2010, the firm provides family office services as well as investment advisory, asset management, investment controlling, and relocation services. The assets of the firm are managed by the executive management team.

Founded2010
Websitewww.example-site.com
SectorsLegal & Tax Services, Trust Management, Retirement Planning, Investment Management, Wealth & Estate Planning, Charita...
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Metals & Mining, Real Assets & Natural Resources - General, Rea...
Contacts
t.thomas@groupholdings.com +1 646 561 8690
Robert M. Patel
Portfolio Manager
t.thomas@globalwealth.co
David A. Nguyen
Chief Investment Officer
n.harris@globalwealth.co
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