Profile Preview — Altss
Wescott Financial Advisory Group, LLC Overview
Type
Multi Family Office
General Information
Wescott Financial Advisory Group, LLC is a multi-family office headquartered in Philadelphia. The firm serves families and individuals with a comprehensive suite of wealth management, investment advisory, and financial planning services. Its approach integrates tax strategy, estate planning, and philanthropic guidance—aligning client objectives with tailored solutions to preserve and grow capital across generations while navigating complex financial landscapes.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Philadelphia, United States
Portfolio & Notable Allocations
Altss Insights
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters