Telemus Capital Partners

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Telemus Capital Partners Overview

Type

Multi Family Office

Year Founded

2005

General Information

Telemus Capital Partners is a multi-family office headquartered in Southfield. Founded in 2005 by former Merrill Lynch and UBS advisors Gary Ran, Lyle Wolberg and Bob Stone, the firm grew out of the founders’ financial services careers and manages investment portfolios, estate planning and tax strategies for affluent families and institutions. It maintains additional offices nationwide and oversees several billion dollars in client assets—delivering integrated wealth advisory and investment management.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Southfield, MI, United States

Portfolio & Notable Allocations

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