Key facts
- Family Wealth Consulting Group is a family office based in San Jose, California.
- The team roster lists 2 people.
About Family Wealth Consulting Group
Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The firm provides products and services like investment management, alternative investments, elder care planning, estate and tax planning and wealth planning.
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Portfolio
Portfolio — not yet on record
No portfolio companies for Family Wealth Consulting Group are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Team
2 people on record — 2 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Family Wealth Consulting Group's AUM?
- Family Wealth Consulting Group manages approximately $20 in assets.