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Family Office - Multi • Los Angeles, United States

InnoVise Family Wealth Advisors

InnoVise Family Wealth Advisors is a family office - multi based in Los Angeles, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.2B
Assets Under Mgmt
Family Office - Multi
Investor Type
Los Angeles, United States
Headquarters
About

InnoVise Family Wealth Advisors

InnoVise Family Wealth Advisors is a multi-family office boutique focused on managing the financial affairs of our sÌessful clients - entrepreneurs, business owners, and family offices.InnoVise Family Wealth Advisors specializes in two key areas of wealth management: Family Office Consultancy including Personal CIO-CFO Services, and Business Sale Pre-Event Planning, which inclÞs strategies for optimizing wealth transfer and estate transfer.Sanctuary Wealth says it has taken a stake in InnoVise Family Wealth Advisors, facilitating the launch of the Sanctuary Global Family Office service. Jim Dickson, chief executive officer and founder of Sanctuary Wealth states that, \"While InnoVise will continue to operate independently, we will also be providing important family office services to the rest of the Sanctuary network, affording tremendous growth opportunities to all parties involved.\"\ \ \

Investment Focus

What InnoVise Family Wealth Advisors Invests In

Investment types: Venture Capital, Private Equity, Joint Venture/Partner, Philanthropy

Sectors & themes: Travel Accommodations & Tourism, Capital Markets, Concierge Services, Investment Management, Multi-Asset Investing, Charitable Investments, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, High-Level Sectors, Tourism & Hospitality, Finance, Traditional Investments (Liquid Assets), Financial Services, Non-Profit

Preferred geographies: Latin America, United States, United Kingdom, Emerging Markets, Europe, Canada, Australia/New Zealand, Asia/Pacific, Africa, Global

Location: 10100 Santa Monica Blvd\\nSuite 925\\nLos Angeles\\nCalifornia\\n90067\\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.