Today’s finance and M&A environment is fast paced and multifaceted. The world is becoming a more complex place and so is investing.
Funding today comes from a variety of private and public sources. Increasingly, family offices are becoming an important part of the investment community and assuming a greater role in investing and M&A.
We at Wealthguard are a family office functioning as an adviser that invests in new projects chosen by you. Our investment services focus , but not always, to follow the paths that led to wealth creation by your family.
Today’s family office services can also generally be more professionally managed and more focused on the investment criteria and philosophy of the millennium than its founders.
Contact