Jordan Edmundson, CFP - Ubs Financial Services

The Family Office Group, a division of UBS Private Wealth Management in Memphis, TN, specializes in providing global insight and customized solutions for affluent families, entrepreneurs, and family offices. With a team of experienced professionals, including Family Office Consultants, they offer services such as estate planning, philanthropy, portfolio management, and multigenerational legacy planning to help clients preserve wealth, unlock opportunities, and create continuity for future generations. Generated from the website

Silverleaf Capital Partners LLC is a Memphis-based financial firm that specializes in investment management and comprehensive financial planning. With over 60 years of combined experience, their team of experts holds the highest designations in their respective fields, ensuring clients receive top-notch service. As an independent firm, they prioritize building relationships based on trust, transparency, and integrity, and they do not accept commission compensation or third-party remuneration. With a low client-to-advisor ratio, Silverleaf Capital Partners LLC dedicates their time to understanding the unique needs and expectations of each client. Their services include investment management, comprehensive financial planning, and family office benefit plan consulting. By working solely for their clients, they provide personalized solutions and strive to create long-lasting partnerships.Generated from the website