ClearPlan Financial
Multi family office in Orchard Park, United States, founded 2007; focus on real estate.
Identity
- HEADQUARTERS
- Orchard Park, United States
- FOUNDED
- 2007
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
This multi family office is based in Orchard Park, United States; it was founded in 2007. Listed sector interests include real estate. 2 people are named on its team.
People
- Robert KlossPresident and Founder · source
- Christopher UrbanFinancial Consultant · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
ClearPlan Financial is a multi family office based in Orchard Park, the United States, founded in 2007.
ClearPlan Financial does not publicly state whether it invests directly or through funds.
ClearPlan Financial invests in Real Estate & PropTech.
Key people at ClearPlan Financial include Robert Kloss (President and Founder) and Christopher Urban (Financial Consultant).