A structured approach to managing the financial and emotional aspects of family wealth

We have a long history of providing innovative, customized, first-rate services to multi-generation wealthy families:

Like any family, your family might have its share of differing viewpoints, values and financial literacy, as well as fractured relationships, jealousy and “black sheep.” Sometimes an independent third party who has the entire family’s wealth preservation at heart can help facilitate family unity and understanding through a structured approach based on best practices for wealth management.

Gross Mendelsohn can be that independent third party, offering guidance on:

Need help?

Want to talk? Click here or call David Goldner at 800.899.4623 today.