Innovest Family Office

Elevation Management Group is a fully integrated multi-family office, offering customized services to a select group of individuals, families and private foundations. Each engagement is tailored and refined to accommodate the specific needs of the client. Elevation’s services include accounting, bookkeeping, bill pay, cash flow management and customized, comprehensive financial reporting. We also offer sophisticated income tax and wealth transfer planning, along with Partnership, Estate & Trust administration. Our solutions build centralized management of your assets, with real estate, insurance, employment, aircraft, watercraft, private equity, and family foundation administration. Elevation does not provide investment advice and is not a registered investment advisor. Elevation charges one simple flat fee for its services, and there are no other charges or hidden fees. Elevation operates independently, free of conflict, and fully aligned with its clients’ interests.