The Wealth Consulting Group

The Wealth Consulting Group

United States; California United States; San Jose California United States; Americas; North America; Northwest; Bay Area
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Investor info
Type
Family Offices
Stage focus
  • Seed Round
Industry focus
Description
Family Wealth Consulting Group (FWCG) is a multi-family office based in San Jose, California. Established in 1998, FWCG provides family office services including family wealth management, investment advisory, college funding, wealth planning, legacy statement, estate, and tax planning services and company retirement services to individuals and families in Silicon Valley. The assets of the firm are managed by the executive management team.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
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    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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