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Montrose Advisors Overview
Type
Multi Family Office
Year Founded
1992
General Information
Montrose Advisors is a multi-family office headquartered in New York, United States. Founded in 1992 by investment counselors Kenneth Lubbock and the late author-investor John Train, the firm oversees diversified portfolios and provides investment, tax and estate guidance to affluent families, foundations and trusts, leveraging the founders’ decades in value investing and wealth preservation—delivers evergreen growth capital.
Contact Information
Website:
https://www.montroseadvisors.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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