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Journey Beyond Wealth logo — Guiding families to fulfillment

Journey Beyond Wealth

Guiding families to fulfillment

Founded 2017 United States Kennesaw, United States 7 employees

General Information

Company Name Journey Beyond Wealth
Founded Year 2017
Location United States Kennesaw, United States +1
Employees 7
Social

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About Journey Beyond Wealth

Journey Beyond Wealth (JBW) is a company established in 2017 with a mission to guide affluent families towards a more fulfilling legacy. Serving families of significant wealth who have reached a turning point in their financial success, JBW aims to assist them in transitioning from mere success to creating a meaningful impact in their family and community. Through their services, families gain clarity and a roadmap to strengthen their family unit, make a meaningful impact, and enjoy the journey towards a more significant legacy. As JBW continues to make strides in guiding families, it presents an intriguing opportunity for potential investors to align with a company dedicated to enriching the lives of the affluent through their unique approach.

Taxonomy: Wealth Management, Legacy Planning, Family Governance, Social Impact, Financial Transition, Family Enrichment

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Journey Beyond Wealth Alternatives & Competitors

Journey Beyond Wealth vs
Omnia Family Wealth
Omnia Family Wealth United States

Omnia Family Wealth is a multi-family office based in Aventura, Florida.

11 employees
Finance, Financial Services
Journey Beyond Wealth vs
Brightside Partners, LLC
Brightside Partners, LLC United States

Multifamily office serving entrepreneurs, GPs and multigenerational families with a shared passion f...

9 employees
Finance, Financial Services
Journey Beyond Wealth vs
Family Office Exchange
Family Office Exchange United States

Delivering the resources, connections, and knowledge that allow families to thrive across generation...

134 employees
Finance, Wealth Management

FAQ About Journey Beyond Wealth

Guiding families to fulfillment
Journey Beyond Wealth was founded in 2017.
Journey Beyond Wealth is headquartered in Kennesaw, United States.
Journey Beyond Wealth has approximately 7 employees.
Top alternatives and competitors to Journey Beyond Wealth include Omnia Family Wealth, Brightside Partners, LLC, Family Office Exchange, One Family Office, Curated Wealth Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Journey Beyond Wealth and Omnia Family Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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