About
Alpha Family Office Protects Family Wealth
We solve our clients' biggest financial and legal problems from New York City to Monte Carlo. We manage our clients' assets. We build and protect our clients' multi-generational wealth. Since 1994, our family office has been managing assets, creating customized estate and retirement planning strategies with robust financial portfolios to meet our clients' long-term financial and lifestyle goals. Our advisors solve problems that our clients face in connection with taxation, inheritance, divorce, ...
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Services
tax-free income
non-reportable income
private pension income
annuities
irrevocable trusts
tax planning
wills
offshore trusts
retirement planning
estate planning
life insurance
trusts
View All Services (18)
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 6:00 PM
- Tue 8:00 AM - 6:00 PM
- Wed 8:00 AM - 6:00 PM
- Thu 8:00 AM - 6:00 PM
- Fri 8:00 AM - 6:00 PM
- Sat CLOSED
-
Thu 8:00 AM - 6:00 PMOPEN NOW
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Detailed Information
- Location TypeBranch
- Opening Date1994
- Annual Revenue Estimate$20 to 50 million
- SIC Code show
- Employees50 to 99