Also known as Litman Gregory, Litman, iM Global Partner
Litman Gregory Wealth Management is a multi-family office based in Larkspur, California. Established in 1987, the firm provides investment advisory, personal wealth management & portfolio management services to corporations, high-net-worth individuals, trusts, estates, non-profit organizations, and third-party investment advisers. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer.
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Litman Gregory Wealth Management is a multi family office (mfo) based in Larkspur, United States, managing approximately $2.0B in assets.
Litman Gregory Wealth Management is headquartered in Larkspur, United States.
Litman Gregory Wealth Management manages approximately $2.0B in assets under management.
Litman Gregory Wealth Management was founded in 1987.
Litman Gregory Wealth Management focuses on Buyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage.
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