Schubert & Company

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Schubert & Company — overview

About

Established in 1999, Schubert & Company is a US-based multi-family office. It provides discretionary investment advisory services to its clients. Its services include tax planning, risk management, insurance planning, retirement planning, college and education planning, investment planning, estate planning, family office services, investment management, and financial planning. The firm advises individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Schubert & Company - known decision makers (6)

Position	Location	Asset Class
Director of Operations	Mckinney, US	NR
Founder & President	Mckinney, US	HFNR
Partner	Mckinney, US	NR
Partner	Mckinney, US	NR
Senior Wealth Advisor	Mckinney, US	NR

Showing 5 of 6 known decision makers Schubert & Company

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