Family Wealth Consulting Group

Family office · San Jose, California

Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses.

AUM
$20
Portfolio companies
—
Recorded deals
—
Last investment
—

Family Wealth Consulting Group key facts

  • Family Wealth Consulting Group is a family office based in San Jose, California.
  • The team roster lists 2 people.

About Family Wealth Consulting Group

Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The firm provides products and services like investment management, alternative investments, elder care planning, estate and tax planning and wealth planning.

Family Wealth Consulting Group team

2 people are on record at Family Wealth Consulting Group. Senior names include Craig Martin (Founder) and Peggy Martin (Co-Founder). 2 of them have a verified direct contact on file.

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Family Wealth Consulting Group portfolio

Portfolio — not yet on record

No portfolio companies for Family Wealth Consulting Group are on record yet. Positions surface from round participations, filings, and coverage.

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Team
2 people on record — 2 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

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Frequently asked about Family Wealth Consulting Group

What is Family Wealth Consulting Group's AUM?
Family Wealth Consulting Group manages approximately $20 in assets.