Wealthaven is consulting firm serving ultra high net worth families, trustees, family offices and closely held family businesses. For a select group of families, we act as a dedicated (yet outsourced) family office, providing personalized CFO services for individuals and families. Representative projects include the creation and operation of private trust companies, restructuring family offices, developing shareholder agreements and governance structures around closely held businesses and trustee-beneficiary relations. Wealthaven also advises family offices on investment mandates, placing over $2.3 billion with OCIO managers in 2015 alone.
View Top Employees from WealthavenWebsite | http://www.wealthaven.com |
Revenue | $2 million |
Employees | 1 (0 on RocketReach) |
Founded | 2011 |
Address | 115 Flc Rd, Hawley, Pennsylvania 18428, US |
Phone | (215) 280-0844 |
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Industry | Financial Services, Finance General, Family Office, Finance, Estate Planning, Succession Planning, Trust Administration, Wealth Management |
Web Rank | 16 Million |
Keywords | Wealthaven |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Wealthaven annual revenue was $2 million in 2024.
Wealthaven is based in Hawley, Pennsylvania.
The NAICS codes for Wealthaven are [52, 52393, 523, 5239].
The SIC codes for Wealthaven are [628, 62].