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Richardson Financial Group Family Office Overview
Type
Multi Family Office
Year Founded
1857
General Information
Richardson Financial Group Family Office is a multi-family office headquartered in Menomonee Falls, United States. Founded in 1969 by Michael Richardson, the firm’s wealth originates from the founder’s longstanding insurance and investment advisory enterprise. It provides discretionary investment management, integrated tax and estate planning, and concierge support to affluent families, balancing personalized guidance with institutional-grade processes across generations.
Contact Information
Website:
https://richardsonwealth.com/
Year Founded:
1857
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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