Greater Atlanta, GA
Summary
This firm specializes in wealth management and investment advisory services, providing multigenerational estate planning and innovative investment strategies. They cater to elite families and institutions, offering bespoke solutions tailored to their clients' unique financial needs. Their services include investment management, family office services, and institutional consulting, emphasizing a fee-only business model and a commitment to fiduciary responsibility.
Based on content on ofgltd.com
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Label
Value
Active Dates
23.1 years — Since Nov 2001
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Wealth Management and Financial Advisory Services
2. Investment Advice
Vendor
Source
Pardot
TXT Record
Salesforce
TXT Record
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| 2024 |
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