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Alpha Family Office (Columbia)

Family office · Columbia, Missouri

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Key facts

  • Alpha Family Office (Columbia) is a family office based in Columbia, Missouri.

About Alpha Family Office (Columbia)

Alpha Family Office (Columbia) is a multi-family office based in Columbia, Missouri, USA. The firm manages assets and creates customized estate and retirement strategies with financial portfolios to meet its clients' long-term financial and lifestyle goals. The firm's advisors provide their clients with solutions dealing with all aspects of inheritance, wealth management, retirement and estate planning, including tax-advantaged transfers of assets, multi-generational planning, off-shore trusts and private foundations, the taxation of trusts and estates, charitable giving, pre-nuptial and post-nuptial planning, digital and traditional investments, and issues relating to change of residence, insurance coverage, annuities, irrevocable trusts, wills, and private banking. The assets of the firm are managed by its executive team.

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Portfolio

Portfolio — not yet on record

No portfolio companies for Alpha Family Office (Columbia) are on record yet. Positions surface from round participations, filings, and coverage.

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