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Fifth Avenue Family Office

EST. AUM
$1,350,847,041

CONTACTS
5

CLIENT ACCOUNTS
124

Firm Details

Metro area Naples
CRD Number 122448
Website fifthavenuefamily.com
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Overview

Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. It addresses financial fitness, core values, governance, and legacy planning in a highly collaborative and confidential setting. Its relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by its senior management team, which coordinates tailored solutions internally and with expert partners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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