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Capability

family office oversight and reporting

Suppliers
1
States & provinces
1
Countries
1

1 family office oversight and reporting supplier across 1 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

EPOGEE CAPITAL MANAGEMENT LLC

MIDDLETON, MA

Epogee Capital Management, LLC is an SEC-registered investment adviser helping families, family offices and institutions build and oversee alternative investment portfolios with discipline, independence and transparency. The firm combines domain expertise, independent research and an established network to deliver alternative investment solutions tailored to sophisticated investors and family offices, and coordinates with clients' attorneys, accountants and advisors.

active monitoringdirect investment evaluationdue diligencemanager researchportfolio constructiontax-aware planning

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