socius family office

Socius Family Office

United States of America

Multi-family office

  • Employees
  • 15+

Socius Family Office, previously Alterna Wealth Management LLC, is a full-service investment advisory, wealth management, and family office established in 2012. They assist clients in achieving financial objectives through a comprehensive investment review and by offering a diverse range of investment products, portfolios, and services, tailored to prepare clients for a secure financial future.


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Lead Generation - Family Offices

What sets Socius Family Office apart

Socius, an independent multi-family office, sets itself apart by prioritising transparency, advocacy, and client interests in managing financial affairs. Unlike advisers tied to large institutions, Socius works solely for its clients, offering honest guidance and astute management to preserve, protect, and grow their estates. As a single point-of-contact for all financial aspects, Socius efficiently co-ordinates with clients’ larger professional teams, ensuring their financial affairs are managed like a well-oiled business.

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