LP Profile

Haviland & Sams

Multi Family Office (MFO)Farmington, United StatesFounded 1985
Farmington
Headquarters
Investment Focus

About Haviland & Sams

Haviland & Sams is an investment advisor based in Farmington, Connecticut. We are a long-established, financial planning and advisory firm that provides hands­-on financial affairs planning and management for our clients. Our clients wish to maximize their financial efficiency and protect, grow, enjoy, and perpetuate their personal wealth. We maintain close and continual contact with our clients and serve as advisory partners in their long-term financial thinking.

Preferred Investment Types

Joint Venture/PartnerPrivate EquityVenture Capital

Preferred Sectors & Themes

Equity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesHigh-Level SectorsNon-ProfitTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Haviland & Sams?

Haviland & Sams is a multi family office (mfo) based in Farmington, United States.

Where is Haviland & Sams headquartered?

Haviland & Sams is headquartered in Farmington, United States.

When was Haviland & Sams founded?

Haviland & Sams was founded in 1985.

What does Haviland & Sams invest in?

Haviland & Sams focuses on Joint Venture/Partner, Private Equity, Venture Capital, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning.

How can I contact Haviland & Sams?

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