St

Stratega Family Office

Financial-Services

Industry Category
Financial-Services
Company Description

Stratega Family Office is a premier financial services provider dedicated to offering comprehensive wealth management solutions. With a strong commitment to client success, Stratega Family Office delivers insightful advice and support to navigate the complexities of wealth management. Located at 25 HaTa'asiya St. in Ra'anana, IL, Stratega Family Office is well-positioned to serve its clients with tailored strategies and personalized service.

At Stratega Family Office, the focus is on providing clients with the information and resources they need to make critical financial decisions. Stratega Family Office specializes in investment advisory services, family governance and education, wealth planning, risk management, and tax & estate planning. By understanding each client's unique circumstances, Stratega Family Office crafts customized strategies to help them achieve their financial goals.

Stratega Family Office is dedicated to going the extra mile to ensure the financial well-being of its clients. With a foundation built on trust and expertise, Stratega Family Office continues to be a trusted partner for families seeking comprehensive wealth management solutions. We invite the manager of Stratega Family Office to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Avi Mordechyev Kostya Puhovitsky

Compare Companies Side by Side

Compare Stratega Family Office with 3 companies in Financial-Services

4 Companies
Comparison Field
St
Stratega Family Office
Main Company
Optima Asset Management, Inc.
Optima Asset Managem...
View Profile
Polley Wealth Management
Polley Wealth Manage...
View Profile
Kaydan Wealth Management
Kaydan Wealth Manage...
View Profile
Founded Year
1995 1987
Company Size
2-10 2-10 11-50
City
Dallas, Texas Orlando, Florida Fenton, MI
Country
United States United States United States
Skills & Keywords Comparing with main company
10 Total Skills
Wealth Management Financial Services Investment Advisory Family Governance Wealth Planning Risk Management Tax Planning Investment Advisory Services Family Governance & Education Tax & Estate Planning
15 Total 2 Common 13 Unique
Match 20%
Common Skills:
Financial Services Investment Advisory
Unique Skills:
Asset Management Business Exit Consulting Customized Investment Management Estate Planning Family CFO Services Investment Management +7
12 Total 1 Common 11 Unique
Match 10%
Common Skills:
Tax Planning
Unique Skills:
Asset Protection Estate Planning Family Office Services Financial Planning Income Planning Investing +5
12 Total 12 Unique
Unique Skills:
401(k) Monitoring Advanced Planning Asset Management Engineers Executive & Corporate Services Financial Planning +6
4
Total Companies
1987
Oldest Founded
1
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Stratega Family Office 策略家家族办公室 स्ट्रेटेगा फैमिली ऑफिस ستراتيجا فاميلي أوفيس Стратега Семейный Офис