Network·Family Office
📍 SOMERS, NY
SEC CRD #801-129455
Innovative Family Office - A Private Wealth Management Advisory Firm Skip to content Investor login Your Wealth. Our Expertise. A Thriving Partnership. Together, we build your secure financial future with personalized guidance, proactive strategies, and ongoing support, so you can focus on what matters most. Let's Talk Centralized Wealth Management The Innovative Family Office is a private wealth management advisory firm that serves high-net-worth and ultra-high-net-worth investors. We offer customized, comprehensive solutions for managing personal and family assets. Our family office approach emphasizes confidentiality, accessibility, and centralized account management. We are proud to tailor our services to the preferences, needs, and complexities of each client, providing an approachable, understandable wealth management experience. Our family office division, headed by a registered investment advisor, extends beyond traditional advisory services. We maintain strategic partnerships with other registered investment advisors and provide a comprehensive suite of services typical to a family office arrangement, including legal, tax planning and estate planning services. Learn More Tailored Approach We prioritize confidentiality, collaboration, and centralized account management, tailoring solutions to your specific needs, financial goals, and risk tolerance. Blending a personal touch with years of experience, our approach is clear and accessible, so you can preserve your finan
NICHOLAS MANCINI
CCO
📞 (914) 427-8036
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AUM
$66M
Check Size
$40M–$40M
Location
SOMERS, NY
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