Wealthy & Wise Family Office
Overview
Wealthy & Wise Family Office is a private and independent multi-family office headquartered in Columbia, Maryland, USA, with additional offices in Seoul, South Korea, and Honolulu, Hawaii. As the first of its kind in Korea, it offers a wide range of wealth management services, including financial planning, investment strategy, tax management, retirement planning, and venture capital investment management. The firm serves high-net-worth families with diverse global interests, aiming to preserve and grow their wealth across generations. The firm's investment approach is diversified, focusing on private equity, venture capital, real estate, and fixed income assets. It engages in investments at various stages, from pre-seed to buyout, and operates across multiple industries such as technology, healthcare, financial services, and consumer goods. Wealthy & Wise Family Office emphasizes a long-term, value-oriented investment strategy, seeking to provide sustainable growth and stability for its clients. With a commitment to personalized service, the firm tailors its offerings to meet the unique needs of each family, ensuring that their financial goals and values are effectively addressed. By leveraging its international presence and expertise, Wealthy & Wise Family Office strives to be a trusted partner in managing and enhancing the financial well-being of its clients, fostering enduring legacies for future generations.
Investment Focus
- High-net-worth families
- Global investment interests
- Diverse asset portfolios
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Wealthy & Wise Family Office
What sectors does Wealthy & Wise Family Office invest in?
Wealthy & Wise Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maryland, United States. Wealthy & Wise Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Wealthy & Wise Family Office invest at?
Wealthy & Wise Family Office backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does Wealthy & Wise Family Office invest in?
Wealthy & Wise Family Office invests across United States, South Korea and Hawaii.
What companies has Wealthy & Wise Family Office invested in?
Wealthy & Wise Family Office's portfolio includes ABC Technologies, XYZ Healthcare, KLM Retail, Global Financial Services, Sunrise Real Estate, PQR Ventures, LMN Manufacturing and DEF Energy.
Last updated · Source: ConnectSafely investor database
