InnoVise Family Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

InnoVise Family Wealth Advisors offers family office and private wealth solutions for successful individuals and families with complex wealth needs. We are not a firm for the average, conventional investor. We work with those who share a desire for the uncommon – sourcing unique non-public investment opportunities, devising tax sensitive business exit strategies, building transformative family governance structures. In short, we provide innovative and nuanced solutions that create and sustain significant wealth.

Innovation is in our DNA. In our name. To us, innovation is finding unconventional solutions to conventional problems. It’s translating commonly-held beliefs – in strategic investing, philanthropy, legacy – into exceptional success through client-first thinking, and innovative advice. Reaching just outside of standard into alternate solutions that provide additive and unique value.

We deliver innovation in a bespoke client experience, tailored to meet the diverse needs of our clientele. We intentionally remain unburdened by the distractions and solution-spread of large institutions. Choosing instead to pinpoint services that influence success in significant ways, and delivering them with transparency and integrity.

Our team is a collective of smart, curious, driven professionals whose passions align around helping clients succeed beyond the standard definition of wealth. Averaging more than 20 years of experience, our management team currently advises on more than $2B in client assets (Dec. 2021).

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