1776 Wealth LLC

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1776 Wealth LLC Overview

Type

Family Office - Multi

Year Founded

2017

General Information

1776 Wealth LLC is a multi-family office headquartered in Atlanta. Founded in 2017 by former Merrill Lynch and UBS advisors Sean O’Toole and Deanna Suarez, its capital stems from their decades of investment banking and wealth-management earnings. The firm supports entrepreneurs, executives and their families with integrated financial planning, portfolio management and family-office services—providing fiduciary guidance across investment, tax and estate considerations.

Contact Information

Website:

Website:
https://www.1776wealth.com

Year Founded:
2017

Open To Secondaries:

Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

Email:

Corporate Office:
Atlanta, GA, United States

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1776 Wealth Llc | Altss LP Database