Entities

Altaira Wealth Management

Altaira Wealth Management

Nickname
Altaira
Acronym
AWM
Entity Type
Location
Founding Date
2008

Altaira Wealth Management is a private family office that provides clients with family office-oriented services, bespoke discretionary, and advisory investment strategies. It has a legacy of delivering superior services to family office owners and clients, capitalizing on in house expertise as well as building trusted third-party relationships with outside experts and advisors.

FAMILY OFFICE STRUCTURE AND SUPPORT SERVICES

  • Bespoke Family Office Management and Services
  • Generational Wealth and Investment Strategies
  • Portfolio Management
  • Estate Structure and Planning