Multi-Family Office
Optura Advisors, Inc. is a proactive planning firm. We bring together the multi-family office model where financial advisors, CFPs, accountants and CPAs, attorneys, insurance agents, and other specialists and experts provide integrated advice to you rather than the often-experienced piece-meal and conflicting advice when talking to your advisor versus talking to the CPA or attorney. If you have existing CPAs or attorneys that you already work with, we can work with them and bring the up to speed to incorporate them into this family office model.
Meet Our Experts
Expertise That Speaks Your Language
Our team, including CFPs, attorneys, CPAs, real estate experts, and tech industry veterans, has a comprehensive grasp of the intricacies in the tech sector and entrepreneurship. We stand out as specialists, offering unique, innovative solutions that go beyond what typical advisors provide.
Your local "eyes and ears" to help you focus on planning priorities and identify opportunities.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.