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Optimal Group, Family Capital Management

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Keywords
Risk Management, Estate, Closely Held Business Of Multi-Generations, Investment Portfolio Management, Trust And Philanthropic Planning
Founded2010
Employees1-10

Key Contact at Optimal Group, Family Capital Management

Flag of US

Natalie Riessen

Managing Principal & Founder

About Optimal Group, Family Capital Management

An enhanced version of the single family office, OG achieves the benefits of full accountability, customized advice and privacy to achieve optimal investment goals and capital preservation with less of the organization and economic burdens. The key to successful investing and capital management is through a disciplined and comprehensive process that minimizes all of the risks that impede investment results as well as manage the conflicts of interest high net worth individuals and families often face.

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Optimal Group, Family Capital Management revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Optimal Group, Family Capital Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Optimal Group, Family Capital Management has never raised funding before.

Frequently asked questions

Optimal Group, Family Capital Management is located in XX.
Optimal Group, Family Capital Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Optimal Group, Family Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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