TESTAMENT WEALTH MANAGEMENT
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. 6 people are named on its team.
People
- Sebastian LaurentHead of Investment Strategy · source
- Nick FaulknerCFP®, Founder · source
- Diana AshfordManaging Partner · source
- Jonathan BlakeFounding Partner · source
- Olivia ChenDirector of Advisory · source
- Rebecca MarshallSenior 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
TESTAMENT WEALTH MANAGEMENT is a multi family office based in the United States.
TESTAMENT WEALTH MANAGEMENT does not publicly state whether it invests directly or through funds.
Key people at TESTAMENT WEALTH MANAGEMENT include Nick Faulkner (CFP®, Founder), Diana Ashford (Managing Partner), Jonathan Blake (Founding Partner) and Olivia Chen (Director of Advisory).