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Plante Moran Wealth Management

Also known as PMWM

Multi Family Office (MFO)Southfield, United StatesFounded 1977
$19.0B
Assets Under Management
Southfield
Headquarters
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About Plante Moran Wealth Management

Plante Moran Wealth Management is a wealth management firm based in Southfield, Michigan. The firm provides services such as agency, charitable trusts, custody, estate settlement, family office, IRAs, life insurance trusts, personal trusts, trust services without investment management, and revocable living trusts.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

AnnuitiesCorporate Finance ConsultingInvestment ManagementLegal & Tax ServicesTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesInsurance Services

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Plante Moran Wealth Management?

Plante Moran Wealth Management is a multi family office (mfo) based in Southfield, United States, managing approximately $19.0B in assets.

Where is Plante Moran Wealth Management headquartered?

Plante Moran Wealth Management is headquartered in Southfield, United States.

How much does Plante Moran Wealth Management manage?

Plante Moran Wealth Management manages approximately $19.0B in assets under management.

When was Plante Moran Wealth Management founded?

Plante Moran Wealth Management was founded in 1977.

What does Plante Moran Wealth Management invest in?

Plante Moran Wealth Management focuses on Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Annuities.

How can I contact Plante Moran Wealth Management?

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