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Proficio Capital Partners, LLC
Family Office (single/multi), Asset Management
Proficio Capital Partners is a multi-family office that builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for families' financial affairs, encompassing investment management, wealth transfer strategies, tax and multi-generational planning, risk management, and family governance.
Overview and Management
Establishment Year
2014
Mission
Our philosophy centers on wealth preservation and achieving after-tax, after-fee, risk-adjusted returns.
Values
Alignment of interests, personalized service, integrity, and dynamic planning.
Investment Roles
Direct Investor, General Partner (GP)
Participant Demographics
Families and multi-generational family offices.
Generational Wealth Planning
Focus on wealth preservation, estate planning, family governance, and multi-generational strategies to maintain financial stability across generations.
Risk Tolerance
Opportunistic approach with a focus on risk-adjusted returns and diversified portfolios.
References or Case Studies
Team Experience
Founding team with significant institutional backgrounds in investment and financial markets.
Notable Achievements
Successful investments in sectors like cold storage, digital printing, and sports franchises.
Project Track Record
Investments in real estate, energy, technology, media, and sports-related businesses.
Exit Strategies
IPOs, strategic sales, and roll-ups.
Legal, Compliance and Contact Information
Regulatory Registrations
SEC registered.
Compliance History
No major violations mentioned.
info@proficio.com
Phone Number
617-340-8425
Address
Newton United States