Tag: Legacy Planning And Wealth Education1
Impact Investors Tag: Legacy Planning And Wealth Education 1
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Investor
Threshold Group
United States of America
Threshold Group is a family owned wealth management firm that serves high net worth families individuals and foundations in over 26 states from offices in Gig Harbor WA Seattle Philadelphia and San Francisco. Ranked among 2015 s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM) Threshold Group provides investment management family office administration family meeting facilitation and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values .
Type: Wealth Manager/Advisor | Geography: United States of America | Impact: Access to Financial Services |