Apexium Financial Family Office Overview

General Information

Apexium Financial Family Office is a multi-family office headquartered in Rye. Founded in 2015 as the wealth management arm of a top-25 U.S. accounting and consulting firm, the firm oversees more than $3.5 billion in assets for affluent families and institutions. Its partners channel decades of public-accounting and advisory experience into investment management, financial planning, and corporate benefits, maintaining a fiduciary approach across multiple U.S. offices.