LP Directory

Adventist Health System is a foundation based in Altamonte Springs, US. Founded in 1973. Reported AUM: $8.5B.

Advent Health is a foundation based in Altamonte Springs, US. Founded in 1982. Reported AUM: $1M.

401k Generation is a wealth manager based in Altamonte Springs, US. Founded in 2010.

family business owners of significant wealth and startups have many complex needs and opportunities. High prospective income, estate tax liabilities, multiple residences, and business interests require individual planning. Unique lifestyle needs demand unique customization of services. Typically, there is a need for multi-generational family governance and wealth strategies. Cash flow requirements add a layer of complexity to asset allocation and tax strategies. Complicated ownership structures require close coordination of your team of advisors, as well as accurate measurement, professional organizational assessment, and monitoring. Strategic philanthropy often impacts planning and investment strategies, too.