Sheldon Hanau

Chief Strategy Officer at Proficio Capital Partners - Newton, MA, US

Sheldon Hanau's Contact Details
HQ
617-340-8425
Location
Massachusetts, United States
Company
Proficio Capital Partners
Sheldon Hanau's Company Details
Proficio Capital Partners logo, Proficio Capital Partners contact details

Proficio Capital Partners

Newton, MA, US • 20 - 49 Employees
Financial Services

Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families' complete financial affairs. This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.

Proactive and Objective Financial advice Clearinghouse for financial investment tax and estate planning ideas Negotiated cost-savings with other financial providers Select Private Placement access in domestic entrepreneurial businesses
Details about Proficio Capital Partners
Frequently Asked Questions about Sheldon Hanau
Sheldon Hanau currently works for Proficio Capital Partners.
Sheldon Hanau's role at Proficio Capital Partners is Chief Strategy Officer.
Sheldon Hanau's email address is ***@proficiocap.com. To view Sheldon Hanau's full email address, please signup to ConnectPlex.
Sheldon Hanau works in the Financial Services industry.
Sheldon Hanau's colleagues at Proficio Capital Partners are Matthew Wosk, Justin Sussman, Gregory Burke, Meghan Laramie, Lauren Denklau, Gregory Burke, Katie Herr and others.
Sheldon Hanau's phone number is 617-340-8425
See more information about Sheldon Hanau