Apex Tax & Financial Planning

Apex Tax & Financial Planning: multi-family office integrating CPA tax strategy with CFP wealth management for high-net-worth families.

Apex Tax & Financial Planning

APEX TAX & FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Apex Tax & Financial Planning?

Apex employs a team of CPAs and CFP professionals who collaborate on client portfolios. Investment decisions are made by the financial planning team in coordination with tax strategists.

How does Apex source proprietary deal flow?

Apex does not publicly disclose a proprietary deal sourcing network. Clients likely access alternative investments through third-party sponsors or direct placements identified by the planning team.

Is Apex structured as a single family office or a multi-family office?

Apex operates as a multi-family office, serving multiple unrelated wealthy families. Its tax-integrated model is designed for clients who need coordinated planning across CPA and CFP functions.

Does Apex participate in fund commitments or only direct deals?

The firm's investment approach is client-directed. Apex may recommend fund commitments or direct investments based on tax and estate planning goals. No public record specifies their deal structure preference.

What investment stages does Apex typically target?

Apex focuses on diversified portfolios for wealth preservation and growth. Stage preferences are not publicly documented but likely span liquid public markets and private alternatives allocated per client risk profiles.

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