- Early stage VC
Gries Financial - Family Office Services is a Cleveland-based family office and wealth advisory platform serving high-net-worth families, with investment management, financial planning and wealth preservation services. It is most relevant for founders seeking family-office or wealth-advisory capital allocation relationships in Finance and Professional Services.
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Professional Services
- Chicago Partners Investment Group LLC
- Cedrus Financial - Family Office Services
- Certus pa Family Office
- Cherry Tree Associates
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- Clear Mark Wealth Management
- Connecticut Family Office - Haviland & Sams
- Convergent Wealth Advisors
- Hostetler & Church LLC
- Cypress Wealth Management, LLC
- Family Office Services, Inc.
