Our Services

The types of clients we serve and the services we offer

Our Events

Learn more about upcoming events

Economic and Market Webcast

Nov 2
2020

Virtual
As the situation with the global pandemic continues to evolve, join us for a webcast series discussing recent developments, their impact on the markets and our recommended positioning.

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2020 AAML Virtual Annual Meeting

Nov 3 - 6
2020

Virtual
Wealth Management will support the American Academy of Matrimonial Lawyers Annual Meeting of family professionals. Family Wealth Strategist, Boryana Zamanoff will present.

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.