Money Manager

Wealth Managers – Deliver advanced financial planning to high net worth individuals, including investment management, estate planning, tax management

Money Managers – Perform active trading and asset management for high net worth and institutional clients

Multi Family Offices – Offer comprehensive investment, wealth, and lifestyle management services for ultra high net worth, multigenerational families with $10 million or more in assets

Financial Planners – Provide comprehensive planning that includes income planning, estate planning, college planning but do not necessarily oversee investments or otherwise implement the plans they create