We offer innovative private wealth and family governance solutions for those with complex wealth needs
To us, innovation is delivering unconventional solutions to conventional problems. Translating commonly-held financial beliefs into exceptional success through client-first thinking, and uncommon advice.
As a multi‑family office,
we actively manage our clients’ liquid and illiquid portfolios. We are dedicated to helping them simplify their lives by creating and implementing an organized structure to successfully manage their financial affairs.
As an advisory firm,
our solutions are tailored to assist in minimizing tax obligations. For example, we work with business owners prior to the sale of their business to ensure that they mitigate federal and state capital gains tax upon completion of a liquidity event.
Your Personal CIO‑CFO
We differentiate ourselves
We are not pre‑disposed
We have the ability and skills set
by serving as your personal CIO-CFO with experience, expertise and the proven benefits of being independent.
to selling a proprietary investment solution and are agnostic in terms of where assets are being held and in what form.
to source, provide due diligence and advise on real estate, private equity investments and other assets that are not held as a security.
We differentiate ourselves
by serving as your personal CIO-CFO with experience, expertise and the proven benefits of being independent.
We are not pre‑disposed
to selling a proprietary investment solution and are agnostic in terms of where assets are being held and in what form.
We have the ability and skills set
to source, provide due diligence and advise on real estate, private equity investments and other assets that are not held as a security.
Individually, our businesses provide expertise to help you take command of your financial future. Together, InnoVise provides a comprehensive experience to ensure that your overall needs are served reliably, creatively, and discreetly.