Proficio Capital Partners, LLC
About
Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families’ complete financial affairs. This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.
US
One Gateway Center, Newton, Massachusetts
02458
Partnership
26
Financial Services
Proactive and Objective Financial advice; Clearinghouse for financial, investment, tax, and estate planning ideas; Negotiated cost-savings with other financial providers; Select Private Placement access in domestic entrepreneurial businesses
Top Decision Makers · 2
COO/Partner
Justin Sussman
United States
******@***.com
Phone
(**) *** ****
Chief Financial Officer
Katie (Chines) Herr, CPA
United States
******@***.com
Phone
(**) *** ****
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