Wiss Family Office is a financial advisory boutique, curating solutions for all issues related to your family and the complexity that wealth brings with it. We are dedicated to working with family business owners, entrepreneurs and executives – in short, innovators – and their families to provide fully integrated solutions that address the financial complexities that come with wealth, protect lifestyles throughout economic cycles, and help grow our clients’ wealth beyond liabilities, taxes, and inflation.
Institutional managers are staying pro-risk and look for opportunities from any turbulence. The risk signals are flashing expansionary and overall readings are among the strongest in history. Macro environments are likely to give way to slower, still robust economic and earnings growth powerful enough to elongate the current bull market, but unease over Fed policy and inflation could keep equities range bound in the near term.
Our clients benefit from the combined expertise of Wiss & Company LLP and Wiss Private Client Advisors – acting as Chief Financial Officer and Chief Investment Officer across all seasons of their lives and varying business cycles.