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InnoVise Family Wealth Advisors Overview
Type
Family Office - Multi
General Information
InnoVise Family Wealth Advisors is a multi-family office headquartered in Los Angeles, United States. Founded in 2020, the firm advises entrepreneurs, business owners and other affluent families on liquid and illiquid portfolios, tax-savvy exit planning and governance. Its team draws on decades of investment and estate expertise to structure customized CIO-CFO services, source private transactions and guide wealth-transfer strategies.
Contact Information
Website:
Website:
https://www.innovisefwa.com
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
10100 Santa Monica Blvd. Suite 925 Los Angeles, CA 90067
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