West Palm Beach, FL
The Robertson Stephens West Palm Beach office primarily focuses on families in the greater Southeast Florida region. They have several ways they work with families. The first is as the advisor to existing family offices; the second is consulting with families considering starting a family office; and the third is to any family who wants the benefits of having a family office without opening their own.
The family services are anchored in delivering investment management and planning solutions in the public and private markets while also coordinating with leading outside professionals, with particular emphasis on developing unique income and estate tax strategies. As a result, families experience a one-stop solution without limiting the intellectual pool they draw from for all their family wealth needs.
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635 Hibiscus Street
Suite 605
West Palm Beach, FL 33401
Areas of Expertise
- Family Office
- Portfolio Management
- Estate Planning
- Philanthropic and Foundation Planning
- Multi-Generational Advisory
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