Plante & Moran Family Office

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Plante & Moran Family Office Overview

Type

Multi Family Office

Year Founded

1924

General Information

Plante & Moran Family Office is a multi-family office headquartered in Southfield, United States. Founded in 1977, the firm traces its wealth origin to the accounting and advisory practice established in 1924 by Plante & Moran, leveraging that heritage to provide integrated investment advisory, tax, estate planning, and governance services to affluent families and closely held businesses across the United States.

Contact Information

Website:
https://www.plantemoran.com/

Year Founded:
1924

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
27400 Northwestern Highway Southfield, Michigan 48034

Portfolio & Notable Allocations


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Plante Moran Family Office | Southfield Multi Family Office | Altss