New York, United States
The wealth advisory team supports and guides wealthy individuals and family offices in asset allocation, portfolio management, trust, tax, and estate planning.
The philanthropy advisory team assists wealthy individuals, family offices, and foundations in charitable giving and philanthropy program management.
The investment management team manages a series of private funds and SPV investment vehicles including capital market funds in global equities and FICC, and venture capital funds targeting U.S., Japan and other countries.
With years of experience in management consulting and investment banking, the business consulting team supports corporate clients in realizing their goals and provides strategic advisory, IPO, fundraising, mergers & acquisitions, investor relations, and talent management services.
Ostrom Financial is headquartered in New York City and has representative offices in Shanghai, Tokyo, and Singapore.
Founded in 2021, Ostrom Financial operates in the industries of Financial Services and Wealth Management.
