Running Point

Running Point is a multifamily office of financial professionals across multiple disciplines. We offer a collaborative and holistic approach, dedicated to the total well-being of our clients and their families. We understand that a familys financial needs extend beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more. We believe clients are best served by integrating a team of financial service professionals under a single roof. Familiesespecially those who own businessesare, after all, extremely busy.Jim Schlager, Managing Partner our MULTIFAMILY OFFICE SERVICES include Investment & Asset Management Financial Planning Tax Preparation &...

Investment & asset management,alternative investments,financial planning,tax preparation & consulting,insurance services,trusts & estates,friendliness,bookkeeping and bill pay,community,family office,ultra high net worth,high net worth,and family businesses

Running point's revenue is 11m - 100m

Running point has 11 - 50 employees.