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Willow Grove Advisors, LLC Overview
Type
Family Office - Multi
Year Founded
2019
General Information
Willow Grove Advisors, LLC is a multi-family office headquartered in Berkeley, United States. Founded in 2009 by financial executive Keley Petersen, its assets derive from the founders’ career earnings in global financial services and investment management. The firm offers discretionary portfolio management, financial planning and cross-border tax strategies to technology entrepreneurs, engineers and international families while coordinating estate, insurance and philanthropic structures.
Contact Information
Website:
Website:
https://willowgroveadvisors.com/
Year Founded:
2019
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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