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Our Services

Wealth Management

Investment Management

Philanthropy Management

Services : About Me
Included Services

Asset Allocation and Investment Management

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  • Capital market

  • Alternative

  • Currency

  • Real assets

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Trust, Tax, and Estate Planning

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Wealth Management

Ostrom Financial's experienced financial advisors support and guide clients in asset allocation and investment management, and trust, tax, and estate planning. Our investing process is rooted in fundamental analysis and our meaningful relationships with influential families and industry expertise in North American and Asian markets help distinguish us as a premier wealth management partner.

Wealth Advisory
Business Services
Included Services

Fund Management

Capital Market Fund Management

Venture Capital Fund Management

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Investment Management

Ostrom Financial's investment managers manage a series of private funds and SPV investment vehicles for clients. The types of funds include capital market funds in equities and FICC, and venture capital funds. We aim to uncover high potential investment opportunities, while also fulfilling the goals of environmental and social impact.

Educational Advisory
Included Services

Strategy and Consulting

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Management and Implementation

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Philanthropy Management

Ostrom Financial's philanthropy advisors support clients  in defining and realizing their charitable missions. Drawing from our global research, deep resources and experience in philanthropy, we can assist family offices in designing, implementing and evaluating philanthropic plans. In addition to this, We offer fiscal sponsorship services to help clients make an impact quickly and efficiently.

Philanthropy Advisory

LET'S TALK

Headquarters: 125 Park Avenue, New York NY 10017

Tel: +1 (212) 882-1988

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Services : Contact
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