Palisades Hudson Financial Group (PHAM) is a multi-family office in Fort Lauderdale, Florida. Its president, Larry M. Elkin, founded it in 1992 to emphasize objectivity, transparency and personalization in financial advice. The firm provides complete financial planning services for its clients, including estate planning, insurance consulting, trust design, charitable planning, business valuation and appraisal, family office and business management, executive financial planning and cross-border planning. Its services also include asset allocation and investment management, personal financial planning, financial management services, and sophisticated tax planning and return preparation.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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