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Wescott Financial Advisory Group Overview

Type

Multi Family Office

Year Founded

1987

General Information

Wescott Financial Advisory Group is a multi-family office headquartered in Philadelphia. Founded in 1987 from founder Grant Rawdin’s tax and business law practice, the firm advises affluent families, entrepreneurs, trusts and institutions on investment management, tax strategy, estate planning and philanthropic goals, managing several billion dollars in client assets—delivers life-minded wealth planning to multigenerational clients.

Contact Information

Website:
https://wescott.com/

Year Founded:
1987

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Philadelphia, PA, United States

Portfolio & Notable Allocations

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