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Waterloo Asset Management Overview

Type

Multi Family Office

General Information

Waterloo Asset Management is a multi-family office headquartered in Waterloo, Belgium. The firm provides tailored investment management, estate planning, and financial advisory services to high-net-worth families, focusing on long-term capital preservation and intergenerational wealth transfer. Its multidisciplinary team works closely with clients to address complex financial needs—offers comprehensive solutions that align with each family's objectives and evolving priorities.

Contact Information

Website:
www.waterloo-am.com

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Waterloo, Belgium

Portfolio & Notable Allocations


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Waterloo Asset Management | Waterloo Multi Family Office | Altss