Family Office

The Certior Group LLC

Investment Details

Investor Type
Family Office

Asset Class Focus
Private Equity, Real Estate, Venture Capital

Stage Focus
Seed, Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Telecommunications
  • Media
  • Retail
  • Education
  • Agriculture
  • Transportation
  • Pharmaceuticals
  • Manufacturing
  • Biotechnology

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details

The Certior Group LLC is a multi-family office headquartered in Wilson, Wyoming, specializing in preserving, protecting, and perpetuating clients' True Wealth. They provide integrated wealth design, trust administration, tax and accounting coordination, and qualitative family governance support for affluent families seeking to preserve and transfer multi-generational capital. Utilizing Wyoming’s favorable trust laws, the firm organizes assets, records, and advisory teams into a collaborative framework that aligns financial structures with each family’s values and legacy objectives.

Their approach focuses on a universal system for true collaboration, integrating 'People' and 'Structure' through a proprietary 'Process' to help families optimize their multi-generational True Wealth. The Certior Group offers complementary planning expertise and access to favorable trust and tax environments, co-creating a virtual family office to benefit current and future generations. These custom-designed structures offer families an opportunity to build, protect, and sustain True Wealth in a way virtually unmatched anywhere else in the world.

By leveraging a network of hand-picked, deeply dedicated professionals, The Certior Group provides the expertise and tools to build, reinforce, and extend bridges that transport a family's True Wealth into future generations. Their philosophy is based on the three principles of Gratitude, True Wealth, and Family Leadership, aiming to strengthen families and create a successful legacy that will carry on for generations.

Requirements
  • Affluent families seeking to preserve and transfer multi-generational capital
Contact

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