A complete list of active advisors currently associated with Prossimo Advisors LLC

Warmer can help you find a great advisor at Prossimo Advisors LLC or one who fits your needs even better.

Prossimo serves a select group of high‑net‑worth individuals, families, trusts and closely held‑company entities, with many clients who are current or former business owners and serial entrepreneurs seeking wealth stewardship, succession planning and investment oversight. The firm offers tailored portfolio management, family office coordination, due diligence on business and real‑estate opportunities, and support for generational planning and business exit strategies. The firm describes its role as a multi‑family office, developing individualized investment plans and providing both discretionary and non‑discretionary management while overseeing and coordinating third‑party investment managers. Prossimo emphasizes coordinating tax, legal and trustee relationships, streamlining complex trust and partnership structures, and managing transitions that arise from liquidity events or ownership changes. Noteworthy for a team firm, Prossimo’s senior personnel continue to practice law and operate a separate consulting practice that advises on exit strategies, with legal or consulting services offered under separate written agreements and disclosed as potential conflicts of interest. The firm is also the sponsor of a wrap fee program—an arrangement less common among similar team advisers—and discloses how it manages wrap and non‑wrap accounts and the conflicts such arrangements can create.

To learn more about the advisors currently working at Prossimo Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.