Also known as Proficio
Proficio Capital Partners is a multi-family office based in Newton, Massachusetts. Established in 2014, the firm offers its services to high-net-worth families and individuals who are not related to Proficio's senior management. The firm provides sub-advisory services to privately placed, insurance-dedicated investment funds as well as to Canadian investment advisors. We offer comprehensive and integrated dynamic plan for our families complete financial affairs, including investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
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Proficio Capital Partners is a multi family office (mfo) based in Newton, United States, managing approximately $2.0B in assets.
Proficio Capital Partners is headquartered in Newton, United States.
Proficio Capital Partners manages approximately $2.0B in assets under management.
Proficio Capital Partners was founded in 2014.
Proficio Capital Partners focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage.
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