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Montis Financial, LLC Overview
Type
Family Office - Multi
General Information
Montis Financial, LLC is a multi-family office headquartered in Waltham. Founded in 2012 by seasoned wealth advisers, the firm manages assets for high-net-worth families, providing integrated investment management, financial planning, tax, estate...
Contact Information
Website:
Website:
https://montisfinancial.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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