- Seed Round
Client Associates is a premier family office that offers tailored financial planning and investment strategies to affluent families. They provide expert portfolio management, estate planning, tax advisory, and comprehensive family office services to help their clients achieve their financial goals.
- CompanyAmountRound
- Example example company Inc1000000Investor meetings
- Company & Company11000000Series C funding
- Example524000Seed round A
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Example Exampleexample
Investment Management