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MEMBER PROFILE

 

Paul Plesser

Innovative Family Office

 

Member profile details

Membership level
Long Island Individual
First name
Paul
Last name
Plesser
Title
Investment Advisor
Company
Innovative Family Office
XPX Chapter Email Lists
  • Long Island News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Woodmere
State
New York
 

PROFILE INFORMATION

Call me when
I work with high-net-worth individuals, families, and business owners to address complex financial challenges- structuring for estate and tax efficiency, creating multi-generational wealth strategies, or providing access to select private investments
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Finance
  • Investments
  • Private equity
Client Industry(ies)
  • Real Estate/Construction
In Business Since
2021
How to contact
Website
innovativefo.com
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