WA Family Office

Multi Family Office (MFO)Birmingham, United States
$4.0B
Assets Under Management
Birmingham
Headquarters

About WA Family Office

WA Family Office offers personal wealth management, family office, retirement plan and institutional consulting services, WA Asset Management advises on assets in excess of $4 Billion and is an Independent Registered Investment Advisor (RIA).\ \ \ \ \ \ WA Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industryâÀ8 3 s most prestigious credentials.\ \ \

Preferred Investment Types

Co-InvestingJoint Venture/PartnerAsset Disposition

Preferred Sectors & Themes

Debt ManagementInvestment ManagementLegal & Tax ServicesRetirement PlanningWealth & Estate PlanningFinancial ServicesFinance

Preferred Geographies

United States

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Frequently asked questions

What type of investor is WA Family Office?

WA Family Office is a multi family office (mfo) based in Birmingham, United States, managing approximately $4.0B in assets.

Where is WA Family Office headquartered?

WA Family Office is headquartered in Birmingham, United States.

How much does WA Family Office manage?

WA Family Office manages approximately $4.0B in assets under management.

What does WA Family Office invest in?

WA Family Office focuses on Co-Investing, Joint Venture/Partner, Asset Disposition, Debt Management, Investment Management, Legal & Tax Services, Retirement Planning, Wealth & Estate Planning.

How can I contact WA Family Office?

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