InnoVise Family Wealth Advisors Email Format

Financial ServicesCalifornia, United States11-50 Employees

InnoVise Family Wealth Advisors operates in the financial services sector, focusing on family office and private wealth solutions for high-wealth individuals and families with complex needs. The firm emphasizes sourcing non-public investment opportunities, tax-sensitive business exit strategies, and the development of transformative family governance structures, aiming to create and sustain substantial wealth through innovative, bespoke guidance. Its client base is described as those who seek uncommon approaches beyond conventional investing, with services tailored to deliver strategic, value-added outcomes rather than standard offerings. Based in Los Angeles, California, the firm positions itself as a dedicated, client-first advisor that strives for transparency and integrity, working with a relatively specialized team to manage and advise on substantial private assets. The company notes an experienced management group averaging over two decades in the field, and indicates a focus on delivering a unique, non-traditional client experience rather than the broad, institutions-focused model typical of larger firms.

Sign up for free to view info

Company overview Employee directory