Paul Plesser
Innovative Family Office
Woodmere, New York
Contact
How to contact
pplesser@innovativefo.com 516-247-9238
Professional Profile
Call Me When
I work with high-net-worth individuals, families, and business owners to address complex financial challenges- structuring for estate and tax efficiency, creating multi-generational wealth strategies, or providing access to select private investments
Professions
Insurance
Wealth Manager
Functional Expertise
Capital markets
Finance
Investments
Private equity
Client Industries
Real Estate/Construction
Chapter information
Membership
Long Island Individual
Member since
Member for 8 months
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