Aspiriant
Los Angeles, United States (US) · Finance and Banking
Do you work at Aspiriant?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
#wealth management
#financial planning
#investment management
#family office
#estate planning
#charitable giving
#tax planning
#risk management
#concentrated stock wealth
#compensation structuring
Aspiriant is a leading independent wealth management firm based in Los Angeles, California, dedicated to providing comprehensive financial planning and investment management services to forward-thinking families.We specialize in creating personalized strategies that align with our clients’ unique goals and aspirations, encompassing wealth planning, investment management, risk management, tax planning, estate planning, and philanthropic endeavors.
Overview
We specialize in creating personalized strategies that align with our clients’ unique goals and aspirations, encompassing wealth planning, investment management, risk management, tax planning, estate planning, and philanthropic endeavors. Our firm is built on a foundation of independence and a commitment to long-term sustainability, ensuring peace of mind for generations to come.
Aspiriant’s employee-owned structure fosters a culture of dedication and expertise, with a team of experienced advisors committed to delivering exceptional service and building lasting relationships. We pride ourselves on our meticulous approach, combining deep financial knowledge with a genuine understanding of our clients’ individual circumstances. We’re pacing ourselves deliberately, using the same exacting rigor and foresight and creativity we apply for each of our clients.
Contact Details
Los Angeles, United States (US), 11100 Santa Monica Blvd.
+9
Company Type
Private Limited Company
Employees
200-500
Categories
Keywords
#wealth management
#financial planning
#investment management
#family office
#estate planning
#charitable giving
#tax planning
#risk management
#concentrated stock wealth
#compensation structuring
Services
Companies teams usually look at after Aspiriant
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.