This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
This article will discuss 3 multi-family offices located in New Jersey. The multi-family offices included can all be found on our list of the largest US multi-family offices.
1. Simon Quick Advisors
The Morristown-based group aims to provide its clients the freedom to allow them to focus on what truly matters to them. Their holistic financial program includes a personalized, forward-thinking, and integrated approach. Simon Quick Advisors family office services include financial planning, income tax planning, philanthropy, accounting, and lifestyle management.
2. Untracht Early
Established in 1993, the Florham Park-based group has been providing a full range of individualized solutions to high-net-worth families. The New Jersey group serves as personal CFOs to affluent families in order to develop multi-generational wealth. Their large list of services includes financial management, asset management, evaluation of insurance policies, and assistance with mortgages.
3. Gitterman Wealth Management
Gitterman is based in Edison and boasts 25 years of experience serving individuals in the academic community, business owners, and high-net-worth families across the United States. Gitterman’s approach is built on the SMART anagram, which means Sustainability Metrics Applied to Risk Tolerance. Currently, the group has over $1bn of assets under management.
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