Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Huguenot Financial Planning
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
Headquartered in the United States, the firm is listed as a multi family office. 1 person is named on its team.
People
- David StermanCFP, President & CEO · source
Frequently asked questions
Huguenot Financial Planning is a multi family office based in the United States.
Huguenot Financial Planning does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Huguenot Financial Planning include David Sterman (CFP, President & CEO).