Palisades Hudson Financial Group

Also known as PHAM

Multi Family Office (MFO)Fort Lauderdale, United StatesFounded 1992
$7.5B
Assets Under Management
Fort Lauderdale
Headquarters

About Palisades Hudson Financial Group

Palisades Hudson Financial Group (PHAM) is a multi-family office based in Fort Lauderdale, Florida. The firm provides complete financial planning services including estate planning, insurance consulting, trust design, charitable planning, business valuation and appraisal, family office, and business management, executive financial, and cross-border planning to its clients. Palisades Hudson Financial Group was founded by our president, Larry M. Elkin, in 1992 to emphasize objectivity, transparency, and personalization in the financial advisory industry. We offer our clients a variety of services, including asset allocation and investment management, personal financial planning, financial management services, and sophisticated tax planning and return preparation.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundOtherReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinancial ServicesFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Palisades Hudson Financial Group?

Palisades Hudson Financial Group is a multi family office (mfo) based in Fort Lauderdale, United States, managing approximately $7.5B in assets.

Where is Palisades Hudson Financial Group headquartered?

Palisades Hudson Financial Group is headquartered in Fort Lauderdale, United States.

How much does Palisades Hudson Financial Group manage?

Palisades Hudson Financial Group manages approximately $7.5B in assets under management.

When was Palisades Hudson Financial Group founded?

Palisades Hudson Financial Group was founded in 1992.

What does Palisades Hudson Financial Group invest in?

Palisades Hudson Financial Group focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Other, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.

How can I contact Palisades Hudson Financial Group?

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