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Erskine Stone & James

Family office · Effingham, Illinois

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • Erskine Stone & James is a family office based in Effingham, Illinois.
  • The team roster lists 2 people.

About Erskine Stone & James

Erskine Stone & James is a multi-family firm based in Effingham, Illinois. Established in 1989, the firm provides financial planning, risk management services, portfolio management, trustee services, consolidated reporting, life management, estate and wealth transfer services, and tax planning to women, business owners, and corporate executives. The firm's retirement planning and individual clients are spread across America. The assets of the firm are managed by the executive management team.

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Portfolio

Portfolio — not yet on record

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Team
2 people on record

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