APIIS Financial Group Competitors

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.

FOUNDED IN 1987, TRINITY is a community-driven, diverse team of real estate professionals with a proven track record of developing urban sites from New York to Greater Boston. We have the unique ability to complete complex, mixed-use projects overseeing all aspects of real estate – from finance to development to property management – on urban sites, especially those challenged by politics, infrastructure, environment or market profile. Our work spans half a dozen residential and commercial specialties, from multi-family housing to transit-oriented development. With over $3 billion in transformative development work, we have a reputation for delivering high-quality multifamily projects resulting in a stronger urban fabric – with a commitment to people, place and partners. We care about the communities where we invest because we live and work there too. Our projects reflect a distinctive urban focus, combining community sensitivity with financial acumen to create truly transformative projects. Our property management company, Trinity Management, was founded in 2012 and embodies an unparalleled commitment to residents and employees; enhancing communities and upholding a culture of outstanding quality, outside-the-box thinking, and diversity.

Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach help ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs. Over 20 Years Experience: Corporate & Executive Benefit Planning Private Placement Life Insurance Alternative Investment Strategies Industries Include: Entertainment, Media, Film, Fashion and Sports Legal and Accounting Firms Biotech and Pharmaceutical Find Us On Facebook: https://www.facebook.com/elementfinancialgroupny Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group, The Malin-Flatiron 895 Broadway, 4th Floor, New York, NY 10003, (212) 878-1760. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.