Boundless FO
Boundless Family Office sits at the intersection of wealth, wellbeing, and working capital, delivering intelligence and advisory solutions to the decision-makers shaping the rapidly evolving family office landscape. Leveraging a deep network across trust companies, tax and legal advisors, asset managers, broker-dealers, and technology providers serving the ultra-high-net-worth space, Boundless partners with planning professionals at the forefront of the largest wealth transfer in history.
New York, New York, United States
Business Consulting and Services
Family Office
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No verticals classified
Growth Capital, Capital Markets, Private Capital, Investment Banking, Mergers & Acquisitions, Private Placements, Asset-Based Finance, Legal, Due Diligence, Impact, Responsible Investing, Corporate Governance, Social Impact, Family Office, Wealth Management, Registered Investment Advisor (RIA), Family Office Services, UHNW, Business Lending, Business Banking
Triage: advisor_broker — Advisory and intelligence solutions for family offices
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