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:
- Tax Planning
- 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.