Forvis Private Client
Multi family office in Springfield, United States, founded 2022; focus on real estate.
Identity
- HEADQUARTERS
- Springfield, United States
- FOUNDED
- 2022
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
This multi family office is based in Springfield, United States; it was founded in 2022. Listed sector interests include real estate. 3 people are named on its team.
People
- Jeff LaymanChief Investment Officer · source
- Steve ToomeyManaging Partner and President of Forvis Wealth Advisors · source
- Will SneedExecutive Vice President · 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
Forvis Private Client is a multi family office based in Springfield, the United States, founded in 2022.
Forvis Private Client does not publicly state whether it invests directly or through funds.
Forvis Private Client invests in Real Estate & PropTech.
Key people at Forvis Private Client include Steve Toomey (Managing Partner and President of Forvis Wealth Advisors), Will Sneed (Executive Vice President) and Jeff Layman (Chief Investment Officer).