SR

Steve Riddell

Co-Chief Executive Officer and Chief Compliance Officer

Gleneagles Group

Atlanta, Georgia


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Gleneagles Group
Industry
financial services
Employees
40.0
Seniority
C suite
Annual Revenue
29852000.0

Technologies

Outlook Microsoft Office 365 GoDaddy Hosting Varnish Mobile Friendly Typekit WordPress.org Google Font API Remote AI

Keywords

wealth management family office high net worth families investment oversight estate planning tax planning strategic roadmap financial reporting family governance wealth continuity risk management charitable planning cash management client services community events educational programs generational wealth legacy formation financial transparency asset allocation liquidity planning customized strategies family meetings financial compliance bookkeeping services collaborative planning family cfo experienced advisors trust structures investment strategy individualized service wealth pathways transitional families entrepreneurial families networking events investment advisors financial education complex asset management goal-based planning trust & estate strategies financial analysis family enterprise investment management real estate investments tailored solutions family dynamics consolidated financial reporting cross-generational education community building expertise sharing financial services law practice legal services

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