RiverGlades Family Offices, LLC

Overview

RiverGlades Family Offices, LLC is an SEC Registered Investment Advisor based in Naples, Florida, offering tailored investment management and family wealth consulting services to affluent individuals, private investors, families with generational wealth, and not-for-profit organizations. The firm emphasizes a holistic approach to financial counsel, providing services such as investment and portfolio management, tax and estate planning guidance, and performance monitoring. By fostering a network of like-minded families and motivated individuals, RiverGlades enables clients to benefit from shared insights and collective experiences. Founded in 2014 by Paul J. Marinelli, CFA, CPWA®, the firm is dedicated to delivering institutional-level thinking with a personal touch, ensuring clients receive exceptional service without compromise. The firm's investment focus spans various asset classes, including private equity, real estate, fixed income, hedge funds, and venture capital, catering to a wide range of industries and investment stages. RiverGlades' commitment to integrity, commitment, and experience underscores its dedication to meeting the complex financial needs of its clients.

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Frequently asked questions about RiverGlades Family Offices, LLC

What sectors does RiverGlades Family Offices, LLC invest in?

RiverGlades Family Offices, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Florida, United States. RiverGlades Family Offices, LLC is listed as a family office in the ConnectSafely investor database.