Robertson Stephens - West Palm Beach
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
The Robertson Stephens West Palm Beach office primarily focuses on families in the greater Southeast Florida region. They have several ways they work with families. The first is as the advisor to existing family offices; the second is consulting with families considering starting a family office; and the third is to any family who wants the benefits of having a family office without opening their own.
The family services are anchored in delivering investment management and planning solutions in the public and private markets while also coordinating with leading outside professionals, with particular emphasis on developing unique income and estate tax strategies. As a result, families experience a one-stop solution without limiting the intellectual pool they draw from for all their family wealth needs.
| Tags | Fiduciary, Wealth management services, ultra-high net worth management, investment management, estate planning |
| Specialties | Family Office, Portfolio Management, Estate Planning, Philanthropic and Foundation Planning, Multi-Generational Advisory |
| Services | Financial Planning, Multi-Generational Advisory, Investment Service, Wealth Management, Investment Management |
Featured businesses
222 Lakeview Ave, Suite 1100, West Palm Beach, Florida, 33401
(561) 835-1040
500 S Australian Ave, Ste 600, West Palm Beach, Florida, 33401-6237
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2475 Mercer Ave, Suite 105, West Palm Beach, Florida, 33401
(561) 327-7900
222 Lakeview Avenue, West Palm Beach, Florida, 33401
(561) 835-1040
480 Hibiscus Street, West Palm Beach, Florida, 33401
(561) 228-8420