Multi-Family Office Services

Our team of experts has decades of experience working with wealthy individuals and families whose complex financial needs require sophisticated solutions. We provide a full range of multifamily office services covering:

  • Investments
  • Tax Planning
  • Insurance
  • Legal Considerations

As an independent firm answerable only to our clients, Innovia Wealth has the freedom to build a dedicated team that can holistically approach each client’s unique situation resulting in creation of a cohesive financial plan to meet each family’s long-term goals and aspirations.

Set yourself up for success with a customized plan to achieve your goals.

Take control of your retirement goals today!

Download our comprehensive Retirement Planning Checklist for Business Owners and pave the way to a financially secure future.